ISHARES GOLD TR shareholder history

Current and past ISHARES GOLD TR shareholders
Period Weighting Quarter
CompanyLongestShortestMin.Avg.Max.FirstLatest↓ Count
SUSQUEHANNA INTERNATIONAL GROUP, LLP 10100.00%0.00%0.02%Q2 2021Q3 202329
Citadel Advisors 10100.00%0.00%0.00%Q2 2021Q3 202329
Cutler Group LLC / CA 10100.00%0.01%0.06%Q2 2021Q3 202329
WEST PACES ADVISORS INC. 28280.06%0.14%0.23%Q4 2016Q3 202328
Sargent Bickham Lagudis LLC 1670.00%0.01%0.02%Q1 2016Q4 202223
WOLVERINE TRADING, LLC 10100.00%0.00%0.01%Q2 2021Q3 202322
JANE STREET GROUP, LLC 540.00%0.02%0.12%Q2 2021Q3 202317
CWM, LLC 1010.00%0.02%0.04%Q1 2019Q3 202317
VPR Management LLC 17175.14%6.15%7.13%Q3 2019Q3 202317
HAP Trading, LLC 880.00%0.01%0.04%Q2 2021Q1 202314
CITIGROUP INC 10100.00%0.06%0.20%Q2 2021Q3 202314
THRIVENT FINANCIAL FOR LUTHERANS 10100.01%0.08%0.26%Q2 2021Q3 202313
BANK OF AMERICA CORP /DE/ 10100.00%0.11%0.15%Q2 2021Q3 202313
Walleye Trading LLC 440.00%0.00%0.00%Q4 2021Q3 202212
Integrated Investment Consultants, LLC 10100.07%1.53%3.91%Q2 2021Q3 202312
Capital Investment Advisors, LLC 11110.01%0.01%0.02%Q2 2021Q4 202311
MASSMUTUAL TRUST CO FSB/ADV 11110.04%0.37%0.86%Q2 2021Q4 202311
Anchor Investment Management, LLC 740.00%0.00%0.01%Q4 2016Q2 202111
OPTIMUM INVESTMENT ADVISORS 11110.01%0.03%0.07%Q2 2021Q4 202311
Perigon Wealth Management, LLC 1010.26%0.36%0.54%Q3 2011Q3 202311
CGN Advisors LLC 11110.04%0.07%0.10%Q2 2021Q4 202311
HUNTINGTON NATIONAL BANK 10100.00%0.25%1.03%Q2 2021Q3 202311
M&R CAPITAL MANAGEMENT INC 11110.02%0.03%0.04%Q2 2021Q4 202311
APPLETON PARTNERS INC/MA 11110.02%0.03%0.04%Q2 2021Q4 202311
AVANTAX ADVISORY SERVICES, INC. 10100.00%0.04%0.06%Q2 2021Q3 202311
K2 PRINCIPAL FUND, L.P. 630.07%0.76%1.58%Q2 2021Q3 202311
Lido Advisors, LLC 630.00%0.02%0.03%Q2 2021Q3 202311
Summit Global Investments 11110.01%0.11%0.38%Q1 2021Q3 202311
Versant Capital Management, Inc 11111.17%1.38%1.48%Q2 2021Q4 202311
Cetera Investment Advisers 10100.00%0.05%0.08%Q2 2021Q3 202311
Garde Capital, Inc. 11110.06%0.08%0.10%Q1 2021Q3 202311
Lowe Wealth Advisors, LLC 11113.18%5.77%8.37%Q2 2021Q4 202311
Modus Advisors, LLC 11113.78%4.76%5.18%Q2 2021Q4 202311
Systelligence, LLC 11111.52%2.92%4.16%Q2 2021Q4 202311
R.P. Boggs & Co. 1010.00%0.30%0.49%Q2 2020Q3 202311
SAGE RHINO CAPITAL LLC 10103.25%4.11%5.39%Q2 2021Q3 202310
Capital Planning Advisors, LLC 10100.08%0.09%0.12%Q2 2021Q3 202310
Capital Advisors, Ltd. LLC 10100.00%0.00%0.01%Q2 2021Q3 202310
Kovack Advisors, Inc. 10100.06%0.10%0.12%Q2 2021Q3 202310
Greenhouse Wealth Management, LLC 10100.79%1.04%1.99%Q2 2021Q3 202310
TRUE Private Wealth Advisors 10100.19%1.98%5.83%Q2 2021Q3 202310
Insight Wealth Partners, LLC 10101.01%2.95%5.10%Q2 2021Q3 202310
FRANKLIN RESOURCES INC 10100.02%0.03%0.03%Q2 2021Q3 202310
IEQ CAPITAL, LLC 10100.03%0.04%0.06%Q2 2021Q3 202310
CREDIT SUISSE AG/ 10100.00%0.00%0.00%Q2 2021Q3 202310
Evercore Wealth Management, LLC 10100.38%0.46%0.52%Q2 2021Q3 202310
SENTINEL TRUST CO LBA 10101.07%1.46%1.68%Q2 2021Q3 202310
Crescent Grove Advisors, LLC 10100.28%0.32%0.38%Q2 2021Q3 202310
UMB Bank, n.a. 10100.04%0.08%0.15%Q2 2021Q3 202310
GOLDMAN SACHS GROUP INC 10100.00%0.00%0.01%Q2 2021Q3 202310
CHATHAM CAPITAL GROUP, INC. 10100.73%1.64%3.64%Q2 2021Q3 202310
VICUS CAPITAL 10100.12%0.64%2.63%Q2 2021Q3 202310
NTV ASSET MANAGEMENT LLC 10101.01%1.12%1.22%Q2 2021Q3 202310
Private Ocean, LLC 10100.01%0.01%0.02%Q2 2021Q3 202310
Fort Point Capital Partners LLC 10100.10%0.21%0.70%Q2 2021Q3 202310
Northside Capital Management, LLC 10100.36%0.66%1.22%Q2 2021Q3 202310
EVOKE WEALTH, LLC 10100.21%0.24%0.27%Q2 2021Q3 202310
WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC 10100.02%0.07%0.13%Q2 2021Q3 202310
FIRST MANHATTAN CO. LLC. 10100.00%0.01%0.01%Q2 2021Q3 202310
Kingfisher Capital LLC 10100.11%1.51%3.32%Q2 2021Q3 202310
MONTAG A & ASSOCIATES INC 10100.00%0.00%0.00%Q2 2021Q3 202310
Merit Financial Group, LLC 10100.01%0.02%0.03%Q2 2021Q3 202310
Sterling Financial Planning, Inc. 10104.52%6.10%7.22%Q2 2021Q3 202310
Capital Asset Advisory Services LLC 10102.35%4.06%5.42%Q2 2021Q3 202310
MACKAY SHIELDS LLC 10100.27%0.63%0.95%Q2 2021Q3 202310
CIBC WORLD MARKET INC. 10100.01%0.02%0.05%Q2 2021Q3 202310
Vision Capital Management, Inc. 10101.72%2.20%2.47%Q2 2021Q3 202310
WELLS FARGO & COMPANY/MN 10100.11%0.12%0.15%Q2 2021Q3 202310
Argent Trust Co 10100.02%0.06%0.20%Q2 2021Q3 202310
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 10100.06%0.34%0.60%Q2 2021Q3 202310
New Potomac Partners, LLC 10105.12%6.20%7.60%Q2 2021Q3 202310
GM Advisory Group, LLC 10103.71%6.34%10.90%Q2 2021Q3 202310
Vivaldi Capital Management LP 10100.86%1.44%1.90%Q2 2021Q3 202310
Independent Family Office, LLC 10104.54%6.96%9.48%Q2 2021Q3 202310
GeoWealth Management, LLC 10100.01%0.02%0.04%Q2 2021Q3 202310
ALLIANCEBERNSTEIN L.P. 10100.00%0.13%0.18%Q2 2021Q3 202310
CONCOURSE FINANCIAL GROUP SECURITIES, INC. 10100.02%0.03%0.04%Q2 2021Q3 202310
WealthBridge Capital Management, LLC 10100.27%0.32%0.35%Q2 2021Q3 202310
Larson Financial Group LLC 10100.02%0.03%0.04%Q2 2021Q3 202310
Principle Wealth Partners LLC 10100.05%0.06%0.07%Q2 2021Q3 202310
Signet Investment Advisory Group, Inc. 10105.03%5.50%6.11%Q2 2021Q3 202310
Cypress Capital Group 10100.10%0.44%0.59%Q2 2021Q3 202310
Aveo Capital Partners, LLC 10100.93%1.08%1.39%Q2 2021Q3 202310
Regal Investment Advisors LLC 10100.02%0.05%0.08%Q2 2021Q3 202310
CAPTRUST FINANCIAL ADVISORS 10100.19%0.33%0.42%Q2 2021Q3 202310
NATIXIS ADVISORS, L.P. 10100.00%0.00%0.00%Q2 2021Q3 202310
UBS Group AG 10100.10%0.11%0.12%Q2 2021Q3 202310
QUEST INVESTMENT MANAGEMENT LLC 10100.83%1.47%2.03%Q2 2021Q3 202310
Hamilton Wealth, LLC 10101.36%1.59%2.05%Q2 2021Q3 202310
JPMORGAN CHASE & CO 10100.02%0.03%0.04%Q2 2021Q3 202310
EWG Elevate Inc. 10100.32%0.44%0.69%Q2 2021Q3 202310
Tradewinds Capital Management, LLC 10100.00%1.32%10.30%Q2 2021Q3 202310
Phoenix Wealth Advisors 10100.21%0.28%0.38%Q2 2021Q3 202310
WOLFF WIESE MAGANA LLC 10100.01%0.04%0.08%Q2 2021Q3 202310
Executive Wealth Management, LLC 10100.07%0.52%1.10%Q2 2021Q3 202310
DELTA FINANCIAL ADVISORS LLC 10101.23%1.36%1.51%Q2 2021Q3 202310
Newbridge Financial Services Group, Inc. 10100.01%0.02%0.03%Q2 2021Q3 202310
Rain Capital Management, LLC 10100.00%0.00%0.02%Q2 2021Q3 202310
INTREPID CAPITAL MANAGEMENT INC 10101.01%1.49%2.02%Q2 2021Q3 202310
Modera Wealth Management, LLC 10100.04%0.05%0.06%Q2 2021Q3 202310
Harvest Fund Management Co., Ltd 10100.34%0.65%0.82%Q2 2021Q3 202310
Column Capital Advisors, LLC 10100.02%0.03%0.03%Q2 2021Q3 202310
Merriman Wealth Management, LLC 10100.01%0.06%0.15%Q2 2021Q3 202310
Auxano Advisors, LLC 10100.12%0.17%0.23%Q2 2021Q3 202310
Capital Analysts, LLC 10100.01%0.14%0.65%Q2 2021Q3 202310
ADVANCED RESEARCH INVESTMENT SOLUTIONS, LLC 10100.35%0.56%0.84%Q2 2021Q3 202310
Strategic Point Investment Advisors, LLC 10104.65%5.48%6.43%Q2 2021Q3 202310
PATTON FUND MANAGEMENT, INC. 10101.09%1.37%1.69%Q2 2021Q3 202310
Austin Private Wealth, LLC 10100.19%0.33%0.44%Q2 2021Q3 202310
Timber Creek Capital Management LLC 10104.08%4.62%5.32%Q2 2021Q3 202310
Coastal Bridge Advisors, LLC 10101.29%2.28%3.51%Q2 2021Q3 202310
W.G. Shaheen & Associates DBA Whitney & Co 10100.07%1.05%1.61%Q2 2021Q3 202310
PFG Advisors 10100.04%1.71%8.35%Q2 2021Q3 202310
CENTRAL TRUST Co 10101.62%2.02%2.69%Q2 2021Q3 202310
Arkadios Wealth Advisors 10100.04%0.29%0.70%Q2 2021Q3 202310
Sandy Spring Bank 10100.01%0.01%0.02%Q2 2021Q3 202310
FIDUCIARY TRUST CO 10100.06%0.12%0.18%Q2 2021Q3 202310
CreativeOne Wealth, LLC 10100.04%0.10%0.16%Q2 2021Q3 202310
BOSTON FINANCIAL MANGEMENT LLC 10100.01%0.10%0.15%Q2 2021Q3 202310
Ellis Investment Partners, LLC 10100.10%0.12%0.13%Q2 2021Q3 202310
SALEM INVESTMENT COUNSELORS INC 10100.00%0.00%0.00%Q2 2021Q3 202310
MOTCO 10100.14%0.16%0.18%Q2 2021Q3 202310
Steward Partners Investment Advisory, LLC 10100.10%0.12%0.18%Q2 2021Q3 202310
MERITAGE PORTFOLIO MANAGEMENT 10100.02%0.02%0.03%Q2 2021Q3 202310
Narwhal Capital Management 10102.63%2.90%3.18%Q2 2021Q3 202310
Blume Capital Management, Inc. 10100.01%0.02%0.03%Q2 2021Q3 202310
Sepio Capital, LP 10100.31%0.49%0.68%Q2 2021Q3 202310
Holistic Financial Partners 10100.67%0.85%1.07%Q2 2021Q3 202310
Manchester Capital Management LLC 10100.03%0.03%0.04%Q2 2021Q3 202310
HM PAYSON & CO 10100.00%0.00%0.00%Q2 2021Q3 202310
Meridian Wealth Advisors, LLC 10102.74%3.25%3.65%Q2 2021Q3 202310
COMMERCE BANK 10100.03%0.04%0.05%Q2 2021Q3 202310
BESSEMER GROUP INC 10100.01%0.01%0.01%Q2 2021Q3 202310
ATTICUS WEALTH MANAGEMENT, LLC 10100.02%0.02%0.03%Q2 2021Q3 202310
Texas Yale Capital Corp. 10100.02%0.02%0.02%Q2 2021Q3 202310
CAROLINAS WEALTH CONSULTING LLC 10100.02%0.02%0.03%Q2 2021Q3 202310
MERCER GLOBAL ADVISORS INC /ADV 10100.04%0.14%0.21%Q2 2021Q3 202310
GSB Wealth Management, LLC 10100.12%0.15%0.23%Q2 2021Q3 202310
SATOVSKY ASSET MANAGEMENT LLC 10100.41%0.71%1.03%Q2 2021Q3 202310
BSW Wealth Partners 10101.22%1.50%1.85%Q2 2021Q3 202310
Apollon Wealth Management, LLC 10100.12%0.23%0.32%Q2 2021Q3 202310
Sunbelt Securities, Inc. 10101.90%2.17%2.81%Q2 2021Q3 202310
Mirador Capital Partners LP 10100.10%0.16%0.29%Q2 2021Q3 202310
True North Advisors, LLC 610.08%0.14%0.20%Q4 2020Q3 202310
Kestra Advisory Services, LLC 10100.08%0.12%0.16%Q2 2021Q3 202310
SHEETS SMITH WEALTH MANAGEMENT 10100.05%0.08%0.10%Q2 2021Q3 202310
VCU Investment Management Co 101020.24%70.88%100.00%Q2 2021Q3 202310
OARSMAN CAPITAL, INC. 10100.08%0.15%0.20%Q2 2021Q3 202310
Integrated Wealth Concepts LLC 10100.03%0.05%0.08%Q2 2021Q3 202310
CAPE ANN SAVINGS BANK 10103.30%4.42%5.14%Q2 2021Q3 202310
Sigma Planning Corp 10100.14%0.20%0.24%Q2 2021Q3 202310
Ancora Advisors LLC 10100.13%0.15%0.17%Q2 2021Q3 202310
CHOREO, LLC 10100.02%0.05%0.15%Q2 2021Q3 202310
Asset Management One Co., Ltd. 10100.18%0.32%0.49%Q2 2021Q3 202310
COMMONWEALTH EQUITY SERVICES, LLC 10100.17%0.24%0.30%Q2 2021Q3 202310
BURNS J W & CO INC/NY 10100.11%0.14%0.16%Q2 2021Q3 202310
EP Wealth Advisors, LLC 10100.00%0.01%0.03%Q2 2021Q3 202310
Black Diamond Financial, LLC 10100.12%0.15%0.19%Q2 2021Q3 202310
PINNACLE FINANCIAL PARTNERS INC 10100.03%0.05%0.06%Q2 2021Q3 202310
IFP Advisors, Inc 10100.06%0.17%0.42%Q2 2021Q3 202310
COBBLESTONE CAPITAL ADVISORS LLC /NY/ 10100.16%0.18%0.20%Q2 2021Q3 202310
GOULD ASSET MANAGEMENT LLC /CA/ 10100.62%0.71%0.77%Q2 2021Q3 202310
Ackerman Capital Advisors, LLC 10100.08%0.98%1.42%Q2 2021Q3 202310
Bristlecone Advisors, LLC 10100.12%0.15%0.18%Q2 2021Q3 202310
THOMPSON SIEGEL & WALMSLEY LLC 10100.02%0.03%0.03%Q2 2021Q3 202310
Private Portfolio Partners LLC 10100.18%0.20%0.22%Q2 2021Q3 202310
Mirae Asset Global Investments Co., Ltd. 10100.01%0.03%0.05%Q2 2021Q3 202310
FWL INVESTMENT MANAGEMENT, LLC 10100.39%0.64%1.00%Q2 2021Q3 202310
FAIRVIEW CAPITAL INVESTMENT MANAGEMENT, LLC 10100.30%0.34%0.38%Q2 2021Q3 202310
HORIZON KINETICS ASSET MANAGEMENT LLC 10100.01%0.01%0.01%Q2 2021Q3 202310
Horan Capital Advisors, LLC. 10100.21%0.22%0.24%Q2 2021Q3 202310
TWIN FOCUS CAPITAL PARTNERS, LLC 10103.40%3.62%4.03%Q2 2021Q3 202310
WHITTIER TRUST CO OF NEVADA INC 10100.08%0.09%0.11%Q2 2021Q3 202310
UNITED CAPITAL FINANCIAL ADVISORS, LLC 10100.01%0.01%0.01%Q2 2021Q3 202310
Focused Wealth Management, Inc 10100.01%0.01%0.02%Q2 2021Q3 202310
Antonetti Capital Management LLC 910.02%0.02%0.02%Q2 2010Q3 202310
Parkside Investments, LLC 10101.90%3.76%5.05%Q2 2021Q3 202310
Highlander Capital Management, LLC 10100.00%0.00%0.01%Q2 2021Q3 202310
SRS Capital Advisors, Inc. 10100.39%0.51%0.60%Q2 2021Q3 202310
LINCOLN NATIONAL CORP 10100.01%0.03%0.04%Q2 2021Q3 202310
Banque Cantonale Vaudoise 10100.01%0.01%0.02%Q2 2021Q3 202310
ROYAL BANK OF CANADA 10100.03%0.04%0.04%Q2 2021Q3 202310
Stonebridge Capital Advisors LLC 10100.00%0.00%0.00%Q2 2021Q3 202310
London & Capital Asset Management Ltd 10100.11%0.25%0.38%Q2 2021Q3 202310
Bison Wealth, LLC 10100.12%0.65%1.34%Q2 2021Q3 202310
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 10100.04%0.05%0.05%Q2 2021Q3 202310
DCF Advisers, LLC 10101.19%1.82%2.34%Q2 2021Q3 202310
FDx Advisors, Inc. 10100.46%0.59%0.73%Q2 2021Q3 202310
BANQUE PICTET & CIE SA 10100.01%0.01%0.01%Q2 2021Q3 202310
CAMBRIDGE TRUST CO 10100.14%0.39%0.92%Q2 2021Q3 202310
NVWM, LLC 10100.42%0.81%1.25%Q2 2021Q3 202310
Rehmann Capital Advisory Group 10100.28%0.61%0.82%Q2 2021Q3 202310
Parallel Advisors, LLC 10100.04%0.10%0.19%Q2 2021Q3 202310
NWAM LLC 10100.04%0.06%0.07%Q2 2021Q3 202310
SlateStone Wealth, LLC 10100.19%0.37%0.49%Q2 2021Q3 202310
Creative Planning 10100.04%0.07%0.15%Q2 2021Q3 202310
Laurel Wealth Advisors LLC 10100.01%0.01%0.02%Q2 2021Q3 202310
Redhawk Wealth Advisors, Inc. 10100.06%0.15%0.29%Q2 2021Q3 202310
FIFTH THIRD BANCORP 10100.00%0.00%0.00%Q2 2021Q3 202310
INTERACTIVE FINANCIAL ADVISORS, INC. 10100.18%0.37%0.51%Q2 2021Q3 202310
First Horizon Advisors, Inc. 10100.02%0.17%0.33%Q2 2021Q3 202310
KB FINANCIAL PARTNERS, LLC 10104.76%5.18%5.90%Q2 2021Q3 202310
SOA Wealth Advisors, LLC. 10100.00%0.00%0.00%Q2 2021Q3 202310
Madden Advisory Services, Inc. 10100.95%1.79%2.10%Q2 2021Q3 202310
Wealthspire Advisors, LLC 10100.01%0.02%0.02%Q2 2021Q3 202310
Pekin Hardy Strauss, Inc. 10100.42%0.58%0.65%Q2 2021Q3 202310
West Branch Capital LLC 10100.07%0.09%0.11%Q2 2021Q3 202310
Mariner, LLC 10100.10%0.14%0.19%Q2 2021Q3 202310
Wellspring Financial Advisors, LLC 10101.66%2.24%3.04%Q2 2021Q3 202310
Towerpoint Wealth, LLC 10100.99%1.09%1.19%Q2 2021Q3 202310
BEACON INVESTMENT ADVISORY SERVICES, INC. 10101.38%1.75%1.97%Q2 2021Q3 202310
PATHSTONE FAMILY OFFICE, LLC 10100.03%0.06%0.09%Q2 2021Q3 202310
AdvisorNet Financial, Inc 10100.23%0.32%0.42%Q2 2021Q3 202310
Wills Financial Group, Inc. 10101.68%2.05%2.38%Q2 2021Q3 202310
CLIFFORD SWAN INVESTMENT COUNSEL LLC 10100.01%0.01%0.01%Q2 2021Q3 202310
HARBOR INVESTMENT ADVISORY, LLC 10100.02%0.02%0.03%Q2 2021Q3 202310
TrinityPoint Wealth, LLC 10100.30%0.67%1.12%Q2 2021Q3 202310
TOCQUEVILLE ASSET MANAGEMENT L.P. 10100.88%1.29%1.68%Q2 2021Q3 202310
MACROVIEW INVESTMENT MANAGEMENT LLC 10101.01%1.50%2.34%Q2 2021Q3 202310
AlphaStar Capital Management, LLC 10100.04%0.18%0.32%Q2 2021Q3 202310
CULLEN/FROST BANKERS, INC. 10100.00%0.00%0.00%Q2 2021Q3 202310
COURAGE CAPITAL MANAGEMENT LLC 10100.50%1.75%3.32%Q2 2021Q3 202310
NewEdge Advisors, LLC 10100.02%0.06%0.12%Q2 2021Q3 202310
MERIDIAN INVESTMENT COUNSEL INC. 10101.53%1.78%1.94%Q2 2021Q3 202310
Prime Capital Investment Advisors, LLC 10100.04%0.07%0.14%Q2 2021Q3 202310
KESTRA PRIVATE WEALTH SERVICES, LLC 10100.04%0.13%0.19%Q2 2021Q3 202310
KORNITZER CAPITAL MANAGEMENT INC /KS 10100.01%0.01%0.01%Q2 2021Q3 202310
Oxbow Advisors, LLC 10102.32%4.02%5.53%Q2 2021Q3 202310
Advisory Services Network, LLC 10100.06%0.11%0.29%Q2 2021Q3 202310
Cambridge Advisors Inc. 10100.05%0.06%0.07%Q2 2021Q3 202310
ENCOMPASS WEALTH ADVISORS, LLC 10100.12%0.15%0.18%Q2 2021Q3 202310
Center for Financial Planning, Inc. 10100.01%0.01%0.01%Q2 2021Q3 202310
BANK OF NOVA SCOTIA 10100.00%0.01%0.05%Q2 2021Q3 202310
Bradley & Co. Private Wealth Management, LLC 10100.56%0.69%0.84%Q2 2021Q3 202310
MBA Advisors LLC 10101.49%2.69%3.22%Q2 2021Q3 202310
Financial Management Professionals, Inc. 10100.00%0.00%0.01%Q2 2021Q3 202310
Gibson Capital, LLC 10100.26%0.30%0.34%Q2 2021Q3 202310
Alhambra Investment Management LLC 10102.54%2.92%3.77%Q2 2021Q3 202310
TRUIST FINANCIAL CORP 10100.05%0.06%0.08%Q2 2021Q3 202310
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 10100.28%1.87%2.55%Q2 2021Q3 202310
Proficio Capital Partners LLC 10107.78%12.03%16.46%Q2 2021Q3 202310
TIEDEMANN ADVISORS, LLC 10101.94%3.03%5.05%Q2 2021Q3 202310
GenWealth Group, Inc. 10104.66%7.39%9.42%Q2 2021Q3 202310
MOON CAPITAL MANAGEMENT LP 101014.98%45.79%65.83%Q2 2021Q3 202310
DFPG INVESTMENTS, LLC 10100.39%0.77%1.27%Q2 2021Q3 202310
AMG National Trust Bank 10100.10%0.19%0.27%Q2 2021Q3 202310
Private Harbour Investment Management & Counsel, LLC 10106.79%8.26%9.58%Q2 2021Q3 202310
BCWM, LLC 10102.16%2.74%3.50%Q2 2021Q3 202310
Eagle Bay Advisors LLC 630.00%0.02%0.05%Q2 2021Q3 202310
Bank of New York Mellon Corp 10100.01%0.02%0.03%Q2 2021Q3 202310
1832 Asset Management L.P. 10100.00%0.03%0.05%Q2 2021Q3 202310
Charles Schwab Investment Advisory, Inc. 10101.10%1.17%1.25%Q2 2021Q3 202310
HOEY INVESTMENTS, INC 10100.00%0.00%0.01%Q2 2021Q3 202310
TRANSCEND CAPITAL ADVISORS, LLC 10100.03%0.05%0.17%Q2 2021Q3 202310
NKCFO LLC 10100.31%0.41%0.53%Q2 2021Q3 202310
AllSquare Wealth Management LLC 10100.02%0.02%0.02%Q2 2021Q3 202310
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC 10100.05%0.06%0.07%Q2 2021Q3 202310
Orion Portfolio Solutions, LLC 10100.05%0.11%0.15%Q2 2021Q3 202310
D.A. DAVIDSON & CO. 10100.03%0.13%0.20%Q2 2021Q3 202310
FIRST FOUNDATION ADVISORS 10100.54%2.09%3.89%Q2 2021Q3 202310
Wescott Financial Advisory Group, LLC 10100.11%0.17%0.28%Q2 2021Q3 202310
Mission Creek Capital Partners, Inc. 10100.05%0.13%0.22%Q2 2021Q3 202310
Fermata Advisors, LLC 10100.98%1.66%4.27%Q2 2021Q3 202310
Raymond James Financial Services Advisors, Inc. 10100.06%0.08%0.10%Q2 2021Q3 202310
FIRST AMERICAN TRUST, FSB 10100.89%1.51%2.41%Q2 2021Q3 202310
Perkins Coie Trust Co 10100.30%0.38%0.48%Q2 2021Q3 202310
Well Done, LLC 10100.28%0.62%1.31%Q2 2021Q3 202310
Roundview Capital LLC 10100.12%0.29%0.70%Q2 2021Q3 202310
BELLEVUE ASSET MANAGEMENT, LLC 10100.02%0.02%0.02%Q2 2021Q3 202310
Patriot Financial Group Insurance Agency, LLC 10100.03%0.09%0.22%Q2 2021Q3 202310
Valeo Financial Advisors, LLC 10100.02%0.02%0.03%Q2 2021Q3 202310
EQUITABLE TRUST CO 10102.90%4.83%7.10%Q2 2021Q3 202310
NOTTINGHAM ADVISORS, INC. 10100.58%1.64%2.21%Q2 2021Q3 202310
ASPIRIANT, LLC 10100.01%0.01%0.02%Q2 2021Q3 202310
Tarbox Family Office, Inc. 10100.10%0.11%0.13%Q2 2021Q3 202310
Mader & Shannon Wealth Management, Inc. 101011.64%14.69%20.91%Q2 2021Q3 202310
SVB WEALTH LLC 10100.01%0.04%0.05%Q2 2021Q3 202310
Accretive Wealth Partners, LLC 10102.38%2.55%2.76%Q2 2021Q3 202310
Weil Company, Inc. 10101.06%1.75%2.70%Q2 2021Q3 202310
EVERGREEN CAPITAL MANAGEMENT LLC 10100.05%0.06%0.08%Q2 2021Q3 202310
STEPHENS INC /AR/ 10100.40%0.46%0.59%Q2 2021Q3 202310
Smith & Howard Wealth Management, LLC 10100.10%0.11%0.12%Q2 2021Q3 202310
HENGEHOLD CAPITAL MANAGEMENT LLC 10100.05%0.10%0.20%Q2 2021Q3 202310
NATIONS FINANCIAL GROUP INC, /IA/ /ADV 10100.06%0.09%0.11%Q2 2021Q3 202310
Hilltop Holdings Inc. 10100.06%0.09%0.11%Q2 2021Q3 202310
CIBC Private Wealth Group, LLC 10100.02%0.07%0.15%Q2 2021Q3 202310
Belpointe Asset Management LLC 10100.16%0.25%0.36%Q2 2021Q3 202310
Foundations Investment Advisors, LLC 10100.21%0.32%0.44%Q2 2021Q3 202310
Estate Counselors, LLC 10100.27%0.37%0.62%Q2 2021Q3 202310
Tacita Capital Inc 10100.14%0.17%0.20%Q2 2021Q3 202310
Laidlaw Wealth Management LLC 10100.64%0.84%1.08%Q2 2021Q3 202310
INGALLS & SNYDER LLC 10100.02%0.02%0.03%Q2 2021Q3 202310
Equitable Holdings, Inc. 10100.31%0.37%0.44%Q2 2021Q3 202310
Vanguard Capital Wealth Advisors 10100.35%1.46%2.91%Q2 2021Q3 202310
FinTrust Capital Advisors, LLC 10100.01%0.18%0.38%Q2 2021Q3 202310
WOODWARD DIVERSIFIED CAPITAL, LLC 10100.62%1.02%1.71%Q2 2021Q3 202310
FineMark National Bank & Trust 10100.16%0.27%0.45%Q2 2021Q3 202310
Zhang Financial LLC 10100.45%4.26%7.69%Q2 2021Q3 202310
COHEN & STEERS, INC. 10100.01%0.02%0.03%Q2 2021Q3 202310
CREATIVE FINANCIAL DESIGNS INC /ADV 10100.01%0.02%0.02%Q2 2021Q3 202310
Clearstead Advisors, LLC 10100.04%0.07%0.11%Q2 2021Q3 202310
HANCOCK WHITNEY CORP 10100.01%0.01%0.02%Q2 2021Q3 202310
Ironwood Wealth Management, LLC. 10100.00%0.00%0.01%Q2 2021Q3 202310
TMD Wealth Management, LLC 10102.37%3.23%3.71%Q2 2021Q3 202310
SIGNATUREFD, LLC 10100.02%0.04%0.06%Q2 2021Q3 202310
BUCKINGHAM STRATEGIC WEALTH, LLC 10100.02%0.03%0.03%Q2 2021Q3 202310
KCM INVESTMENT ADVISORS LLC 10100.01%0.01%0.02%Q2 2021Q3 202310
CI INVESTMENTS INC. 10100.01%0.01%0.02%Q2 2021Q3 202310
Gerber Kawasaki Wealth & Investment Management 10100.02%0.31%0.72%Q2 2021Q3 202310
Biltmore Family Office, LLC 10104.66%5.49%6.58%Q2 2021Q3 202310
Verger Capital Management LLC 10104.64%6.16%7.40%Q2 2021Q3 202310
Cerity Partners LLC 10100.04%0.32%0.64%Q2 2021Q3 202310
Mengis Capital Management, Inc. 10100.54%0.59%0.65%Q2 2021Q3 202310
Gateway Advisory, LLC 10100.81%1.14%1.70%Q2 2021Q3 202310
UNITED SERVICES AUTOMOBILE ASSOCIATION 10100.04%0.09%0.12%Q2 2021Q3 202310
Vontobel Holding Ltd. 10100.01%0.02%0.05%Q2 2021Q3 202310
CADINHA & CO LLC 10100.29%1.25%4.86%Q2 2021Q3 202310
Gradient Investments LLC 10100.06%0.07%0.09%Q2 2021Q3 202310
Cambridge Investment Research Advisors, Inc. 10100.11%0.16%0.20%Q2 2021Q3 202310
WINTON GROUP Ltd 10100.10%0.13%0.18%Q2 2021Q3 202310
Neuberger Berman Group LLC 10100.03%0.03%0.04%Q2 2021Q3 202310
Omnia Family Wealth, LLC 10102.06%3.22%5.54%Q2 2021Q3 202310
ROCKY MOUNTAIN ADVISERS, LLC 10100.01%0.01%0.02%Q2 2021Q3 202310
PATRIOT INVESTMENT MANAGEMENT GROUP, INC. 10100.21%0.22%0.24%Q2 2021Q3 202310
OPPENHEIMER & CO INC 10100.03%0.06%0.09%Q2 2021Q3 202310
EFG Asset Management (Americas) Corp. 10100.06%1.95%5.28%Q2 2021Q3 202310
Cadent Capital Advisors, LLC 10100.48%1.07%1.68%Q2 2021Q3 202310
OSAIC HOLDINGS, INC. 10100.04%0.10%0.13%Q2 2021Q3 202310
Integrated Advisors Network LLC 10100.06%0.14%0.19%Q2 2021Q3 202310
FMR LLC 10100.07%0.12%0.14%Q2 2021Q3 202310
United Asset Strategies, Inc. 10100.06%0.10%0.21%Q2 2021Q3 202310
SPINNAKER TRUST 10101.05%1.31%1.74%Q2 2021Q3 202310
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC 10100.00%0.00%0.00%Q2 2021Q3 202310
WHITTIER TRUST CO 10100.02%0.05%0.08%Q2 2021Q3 202310
FINANCIAL MANAGEMENT NETWORK INC 10100.70%1.04%1.28%Q2 2021Q3 202310
BOURGEON CAPITAL MANAGEMENT LLC 10100.03%1.65%4.63%Q2 2021Q3 202310
Tradition Wealth Management, LLC 10100.04%0.11%0.30%Q2 2021Q3 202310
CHARLES SCHWAB INVESTMENT MANAGEMENT INC 10100.02%0.05%0.08%Q2 2021Q3 202310
SYNOVUS FINANCIAL CORP 10100.02%0.02%0.02%Q2 2021Q3 202310
Cranbrook Wealth Management, LLC 10101.17%1.33%1.59%Q2 2021Q3 202310
DOHJ, LLC 10100.18%0.77%1.98%Q2 2021Q3 202310
McIlrath & Eck, LLC 10100.01%0.03%0.16%Q2 2021Q3 202310
Arnhold LLC 10106.90%7.38%7.67%Q2 2021Q3 202310
SIGMA INVESTMENT COUNSELORS INC 10100.51%0.57%0.61%Q2 2021Q3 202310
MORGAN STANLEY 10100.08%0.10%0.12%Q2 2021Q3 202310
Valmark Advisers, Inc. 10100.01%0.08%0.21%Q2 2021Q3 202310
CENTRAL BANK & TRUST CO 10100.01%0.01%0.03%Q2 2021Q3 202310
MML INVESTORS SERVICES, LLC 10100.14%0.16%0.20%Q2 2021Q3 202310
ASSETMARK, INC 10100.00%0.02%0.05%Q2 2021Q3 202310
Financial Advocates Investment Management 10100.02%0.09%0.15%Q2 2021Q3 202310
Wallington Asset Management, LLC 10101.02%1.37%1.62%Q2 2021Q3 202310
B. Riley Wealth Advisors, Inc. 10100.09%0.17%0.25%Q2 2021Q3 202310
OLD NATIONAL BANCORP /IN/ 10100.01%0.01%0.02%Q2 2021Q3 202310
Mraz, Amerine & Associates, Inc. 10100.16%0.21%0.24%Q2 2021Q3 202310
Avior Wealth Management, LLC 10100.12%0.15%0.17%Q2 2021Q3 202310
BENJAMIN F. EDWARDS & COMPANY, INC. 10100.02%1.02%1.89%Q2 2021Q3 202310
GAMCO INVESTORS, INC. ET AL 10100.05%0.06%0.07%Q2 2021Q3 202310
Kiwi Wealth Investments Limited Partnership 10100.82%1.20%2.06%Q2 2021Q3 202310
Baystate Wealth Management LLC 10100.01%0.01%0.02%Q2 2021Q3 202310
Freestone Capital Holdings, LLC 10100.01%0.02%0.05%Q2 2021Q3 202310
US BANCORP \DE\ 10100.00%0.02%0.05%Q2 2021Q3 202310
Family Management Corp 10100.16%0.18%0.20%Q2 2021Q3 202310
Williams Jones Wealth Management, LLC. 10100.01%0.01%0.02%Q2 2021Q3 202310
SCOTIA CAPITAL INC. 10100.01%0.03%0.06%Q2 2021Q3 202310
Hexagon Capital Partners LLC 10100.00%0.00%0.01%Q2 2021Q3 202310
TOKIO MARINE ASSET MANAGEMENT CO LTD 10100.02%0.03%0.04%Q2 2021Q3 202310
Legend Financial Advisors, Inc. 10107.26%10.71%13.83%Q2 2021Q3 202310
Moors & Cabot, Inc. 10100.03%0.03%0.04%Q2 2021Q3 202310
Prospera Financial Services Inc 10100.04%0.09%0.14%Q2 2021Q3 202310
Gladstone Institutional Advisory LLC 10100.02%0.03%0.06%Q2 2021Q3 202310
J.W. COLE ADVISORS, INC. 10100.05%0.08%0.12%Q2 2021Q3 202310
Plante Moran Financial Advisors, LLC 10100.03%0.06%0.11%Q2 2021Q3 202310
ENVESTNET ASSET MANAGEMENT INC 10100.05%0.08%0.10%Q2 2021Q3 202310
FIRST NATIONAL TRUST CO 10100.03%0.04%0.04%Q2 2021Q3 202310
VALLEY NATIONAL ADVISERS INC 10100.00%0.01%0.01%Q2 2021Q3 202310
Ausdal Financial Partners, Inc. 10100.14%0.23%0.31%Q2 2021Q3 202310
Sowell Financial Services LLC 10100.24%0.38%0.66%Q2 2021Q3 202310
FLPUTNAM INVESTMENT MANAGEMENT CO 10100.03%1.19%2.93%Q2 2021Q3 202310
ALESCO ADVISORS LLC 10100.01%0.02%0.04%Q2 2021Q3 202310
WEALTHSOURCE PARTNERS, LLC 10100.10%0.11%0.14%Q2 2021Q3 202310
Faithward Advisors, LLC 10100.15%2.10%3.38%Q2 2021Q3 202310
HOWLAND CAPITAL MANAGEMENT LLC 10100.47%0.58%0.66%Q2 2021Q3 202310
Zions Bancorporation, N.A. 10100.00%0.01%0.02%Q2 2021Q3 202310
DEUTSCHE BANK AG\ 10100.01%0.01%0.02%Q2 2021Q3 202310
PINNACLE ASSOCIATES LTD 10100.01%0.01%0.01%Q2 2021Q3 202310
Cetera Advisor Networks LLC 10100.11%0.16%0.21%Q2 2021Q3 202310
Briaud Financial Planning, Inc 10102.43%3.25%4.30%Q2 2021Q3 202310
Beacon Pointe Advisors, LLC 10100.12%0.22%0.64%Q2 2021Q3 202310
Laird Norton Wetherby Trust Company, LLC 10100.22%0.36%0.77%Q2 2021Q3 202310
SignalPoint Asset Management, LLC 10100.46%0.50%0.54%Q2 2021Q3 202310
Mitsubishi UFJ Asset Management Co., Ltd. 10100.00%0.01%0.02%Q2 2021Q3 202310
EPIQ Capital Group, LLC 10102.09%7.08%11.12%Q2 2021Q3 202310
Community Bank, N.A. 10100.45%0.63%0.74%Q2 2021Q3 202310
SIGNATURE ESTATE & INVESTMENT ADVISORS LLC 10100.01%0.02%0.02%Q2 2021Q3 202310
Tikvah Management LLC 10100.45%0.91%1.36%Q2 2021Q3 202310
Ballentine Partners, LLC 10100.08%0.16%0.22%Q2 2021Q3 202310
S.A. Mason LLC 10100.57%0.67%0.76%Q2 2021Q3 202310
Wealth Alliance 10100.50%0.61%0.74%Q2 2021Q3 202310
S&CO INC 10100.04%0.05%0.05%Q2 2021Q3 202310
OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC 10100.58%0.89%1.02%Q2 2021Q3 202310
Pettinga Financial Advisors LLC 10100.11%0.22%0.27%Q2 2021Q3 202310
Spectrum Asset Management, Inc. (NB/CA) 10101.17%2.54%4.07%Q2 2021Q3 202310
NORRIS PERNE & FRENCH LLP/MI 10100.05%0.06%0.08%Q2 2021Q3 202310
HighMark Wealth Management LLC 10100.00%0.00%0.00%Q2 2021Q3 202310
COWA, LLC 10101.66%1.98%2.65%Q2 2021Q3 202310
Atria Investments, Inc 10100.05%0.07%0.08%Q2 2021Q3 202310
Relative Value Partners Group, LLC 10100.14%0.18%0.21%Q2 2021Q3 202310
OAK FAMILY ADVISORS, LLC 10100.28%0.38%0.47%Q2 2021Q3 202310
EMFO, LLC 10100.52%0.87%1.08%Q2 2021Q3 202310
Mine & Arao Wealth Creation & Management, LLC. 10100.00%0.00%0.00%Q2 2021Q3 202310
BRANDYWINE OAK PRIVATE WEALTH LLC 10100.04%0.04%0.06%Q2 2021Q3 202310
Essex Financial Services, Inc. 10100.03%0.05%0.08%Q2 2021Q3 202310
BLAIR WILLIAM & CO/IL 10100.04%0.05%0.09%Q2 2021Q3 202310
Hamilton Capital, LLC 10100.06%0.07%0.08%Q2 2021Q3 202310
PNC FINANCIAL SERVICES GROUP, INC. 10100.03%0.04%0.06%Q2 2021Q3 202310
DUNCKER STREETT & CO INC 10100.00%0.01%0.01%Q2 2021Q3 202310
NewSquare Capital LLC 10100.19%0.34%0.56%Q2 2021Q3 202310
Interchange Capital Partners, LLC 10100.75%1.48%2.77%Q2 2021Q3 202310
Cresset Asset Management, LLC 10100.17%1.44%2.81%Q2 2021Q3 202310
PACIFIC CAPITAL WEALTH ADVISORS, INC 10100.17%0.69%1.36%Q2 2021Q3 202310
Jordan Park Group LLC 10100.03%0.18%0.33%Q2 2021Q3 202310
BOSTON FAMILY OFFICE LLC 10100.03%0.04%0.06%Q2 2021Q3 202310
Baker Ellis Asset Management LLC 10100.04%0.04%0.05%Q2 2021Q3 202310
Pinnacle Wealth Management Advisory Group, LLC 10100.04%0.05%0.07%Q2 2021Q3 202310
STALEY CAPITAL ADVISERS INC 10100.01%0.02%0.02%Q2 2021Q3 202310
Americana Partners, LLC 10100.13%0.35%1.09%Q2 2021Q3 202310
Roble, Belko & Company, Inc 10100.01%0.01%0.01%Q2 2021Q3 202310
Carmichael Hill & Associates, Inc. 10100.02%0.03%0.04%Q2 2021Q3 202310
Marks Group Wealth Management, Inc 10100.32%2.14%3.68%Q2 2021Q3 202310
BlackRock Inc. 10100.00%0.00%0.00%Q2 2021Q3 202310
COLONY GROUP LLC 10100.03%0.03%0.05%Q2 2021Q3 202310
CORRADO ADVISORS, LLC 10102.33%3.01%4.14%Q2 2021Q3 202310
BALDWIN BROTHERS LLC/MA 730.01%0.59%1.14%Q2 2021Q4 202310
Sumitomo Mitsui DS Asset Management Company, Ltd 10100.01%0.09%0.18%Q2 2021Q3 202310
NOMURA ASSET MANAGEMENT CO LTD 10100.00%0.03%0.07%Q2 2021Q3 202310
OPPENHEIMER ASSET MANAGEMENT INC. 10100.17%0.19%0.21%Q2 2021Q3 202310
COMERICA SECURITIES,INC. 10100.16%0.21%0.29%Q2 2021Q3 202310
Pensionmark Financial Group, LLC 10100.09%0.19%0.34%Q2 2021Q3 202310
Bank OZK 10100.63%0.71%0.77%Q2 2021Q3 202310
Ziegler Capital Management, LLC 10100.11%0.13%0.15%Q2 2021Q3 202310
RAYMOND JAMES TRUST N.A. 10100.06%0.07%0.08%Q2 2021Q3 202310
Mayflower Financial Advisors, LLC 10100.08%0.09%0.09%Q2 2021Q3 202310
STIFEL FINANCIAL CORP 10100.08%0.13%0.18%Q2 2021Q3 202310
CONFLUENCE INVESTMENT MANAGEMENT LLC 10100.01%0.17%0.31%Q2 2021Q3 202310
GLENMEDE TRUST CO NA 10100.01%0.01%0.01%Q2 2021Q3 202310
Baker Avenue Asset Management, LP 10100.01%0.08%0.23%Q2 2021Q3 202310
WADE G W & INC 10100.04%0.05%0.07%Q2 2021Q3 202310
First City Capital Management, Inc. 10100.14%0.17%0.19%Q2 2021Q3 202310
Allworth Financial LP 10100.03%0.06%0.09%Q2 2021Q3 202310
FARMERS TRUST CO 10100.06%0.07%0.07%Q2 2021Q3 202310
OneDigital Investment Advisors LLC 10100.01%0.13%0.42%Q2 2021Q3 202310
CLEAR INVESTMENT RESEARCH, LLC 10100.08%0.39%0.70%Q2 2021Q3 202310
JNBA Financial Advisors 10101.07%1.28%1.48%Q2 2021Q3 202310
WMS Partners, LLC 10100.23%0.34%0.56%Q2 2021Q3 202310
Stratos Wealth Partners, LTD. 10100.13%0.35%0.96%Q2 2021Q3 202310
BOSTON RESEARCH & MANAGEMENT INC 10100.51%0.56%0.60%Q2 2021Q3 202310
American Investment Services, Inc. 10101.89%2.44%2.83%Q2 2021Q3 202310
J. W. Coons Advisors, LLC 10100.19%0.25%0.31%Q2 2021Q3 202310
Southeast Asset Advisors Inc. 10100.72%0.80%0.85%Q2 2021Q3 202310
LVM CAPITAL MANAGEMENT LTD/MI 10101.28%1.38%1.54%Q2 2021Q3 202310
Permanens Capital L.P. 10100.88%2.78%5.46%Q2 2021Q3 202310
Rockefeller Capital Management L.P. 10100.12%0.15%0.18%Q2 2021Q3 202310
Baird Financial Group, Inc. 10100.08%0.14%0.18%Q2 2021Q3 202310
Chevy Chase Trust Holdings, LLC 10100.13%0.16%0.20%Q2 2021Q3 202310
Cetera Advisors LLC 10100.07%0.10%0.18%Q2 2021Q3 202310
Westside Investment Management, Inc. 10100.02%0.15%0.25%Q2 2021Q3 202310
FORBES J M & CO LLP 10105.11%6.30%7.25%Q2 2021Q3 202310
Clear Harbor Asset Management, LLC 10100.12%0.68%0.81%Q2 2021Q3 202310
AMERIPRISE FINANCIAL INC 10100.05%0.06%0.08%Q2 2021Q3 202310
JANICZEK WEALTH MANAGEMENT, LLC 10100.00%0.00%0.01%Q2 2021Q3 202310
NORTHERN TRUST CORP 10100.01%0.01%0.02%Q2 2021Q3 202310
Simmons Bank 10100.10%0.35%0.83%Q2 2021Q3 202310
HighTower Advisors, LLC 10100.28%0.32%0.36%Q2 2021Q3 202310
RAYMOND JAMES & ASSOCIATES 10100.10%0.11%0.13%Q2 2021Q3 202310
One Capital Management, LLC 10100.08%0.12%0.19%Q2 2021Q3 202310
BROWN BROTHERS HARRIMAN & CO 10100.00%0.00%0.01%Q2 2021Q3 202310
Gladius Capital Management LP 10101.05%1.99%3.60%Q2 2021Q3 202310
VAN ECK ASSOCIATES CORP 10100.00%0.00%0.00%Q2 2021Q3 202310
Mutual Advisors, LLC 10100.06%0.08%0.10%Q2 2021Q3 202310
KEYBANK NATIONAL ASSOCIATION/OH 10100.32%0.46%0.58%Q2 2021Q3 202310
STOCK YARDS BANK & TRUST CO 10100.02%0.03%0.03%Q2 2021Q3 202310
Silicon Hills Wealth Management, LLC 990.14%1.83%6.62%Q2 2021Q2 20239
M. Kulyk & Associates, LLC 990.06%0.07%0.08%Q2 2021Q2 20239
Inscription Capital, LLC 630.06%0.90%1.25%Q2 2021Q3 20239
TSFG, LLC 630.03%0.04%0.05%Q2 2021Q3 20239
Asset Dedication, LLC 540.03%0.04%0.04%Q2 2021Q3 20239
Silverleafe Capital Partners, LLC 630.14%1.76%5.07%Q2 2021Q4 20239
MainStreet Investment Advisors LLC 810.46%1.30%2.19%Q2 2021Q3 20239
TRUSTMARK NATIONAL BANK TRUST DEPARTMENT 990.04%0.05%0.07%Q3 2021Q3 20239
OLD SECOND NATIONAL BANK OF AURORA 720.00%0.01%0.01%Q2 2021Q3 20239
FIRST HAWAIIAN BANK 990.03%0.03%0.04%Q3 2021Q3 20239
Arete Wealth Advisors, LLC 810.01%0.12%0.21%Q2 2021Q3 20239
Resonant Capital Advisors, LLC 991.31%1.72%2.28%Q3 2021Q3 20239
MONECO Advisors, LLC 990.16%0.21%0.26%Q3 2021Q3 20239
WOODMONT INVESTMENT COUNSEL LLC 990.02%0.03%0.03%Q3 2021Q3 20239
Sumitomo Mitsui Trust Holdings, Inc. 630.62%0.72%0.77%Q2 2021Q3 20239
Bray Capital Advisors 630.00%0.00%0.00%Q2 2021Q3 20239
Ballew Advisors, Inc 630.74%0.82%0.92%Q2 2021Q3 20239
WASHINGTON TRUST Co 990.01%0.01%0.02%Q3 2021Q3 20239
Hanson & Doremus Investment Management 990.14%0.16%0.18%Q3 2021Q3 20239
CONDOR CAPITAL MANAGEMENT 990.03%0.07%0.17%Q2 2021Q2 20239
IHT Wealth Management, LLC 630.05%0.08%0.10%Q2 2021Q3 20239
TWO SIGMA SECURITIES, LLC 410.01%0.03%0.13%Q2 2021Q2 20239
Founders Capital Management 990.02%0.02%0.02%Q4 2021Q4 20239
Veritable, L.P. 990.01%0.02%0.03%Q2 2021Q2 20239
Brookstone Capital Management 630.22%0.47%0.65%Q2 2021Q3 20239
FLAGSTAR ADVISORS INC 990.59%0.79%0.99%Q3 2021Q3 20239
WEDBUSH SECURITIES INC 630.05%0.07%0.08%Q2 2021Q3 20239
LIBERTY WEALTH MANAGEMENT LLC 630.11%0.65%1.36%Q2 2021Q3 20239
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC 540.01%0.02%0.02%Q2 2021Q3 20239
Wealth Management Partners, LLC 634.10%4.59%5.35%Q2 2021Q3 20239
Riverpoint Wealth Management Holdings, LLC 630.12%0.16%0.18%Q2 2021Q3 20239
Verity Asset Management, Inc. 540.66%0.91%1.12%Q2 2021Q3 20239
BFSG, LLC 991.74%2.09%2.73%Q3 2021Q3 20239
Essex Savings Bank 990.10%0.12%0.17%Q3 2021Q3 20239
Citizens National Bank Trust Department 630.05%0.12%0.21%Q2 2021Q3 20239
Elm Partners Management LLC 990.37%0.82%1.57%Q3 2021Q3 20239
TIAA, FSB 990.06%0.10%0.12%Q2 2021Q2 20239
FRANKLIN STREET ADVISORS INC /NC 540.02%0.02%0.02%Q2 2021Q3 20239
MCF Advisors LLC 720.00%0.00%0.00%Q2 2021Q3 20239
Maltin Wealth Management, Inc. 632.75%2.91%3.36%Q2 2021Q3 20239
BOKF, NA 990.21%0.25%0.28%Q3 2021Q3 20239
PFG Private Wealth Management, LLC 990.02%0.02%0.02%Q3 2021Q3 20239
BDO Wealth Advisors, LLC 990.03%0.05%0.07%Q2 2021Q2 20239
Choate Investment Advisors 990.01%0.02%0.02%Q3 2021Q3 20239
BerganKDV Wealth Management, LLC 990.04%0.05%0.05%Q2 2021Q2 20239
Private Advisor Group, LLC 630.05%0.06%0.08%Q2 2021Q3 20239
First Command Financial Services, Inc. 993.98%4.32%5.07%Q2 2021Q2 20239
PIN OAK INVESTMENT ADVISORS INC 990.16%0.19%0.21%Q3 2021Q3 20239
STERLING INVESTMENT ADVISORS LLC /ADV 990.15%0.26%0.31%Q3 2021Q3 20239
Global Retirement Partners, LLC 720.05%0.08%0.09%Q2 2021Q3 20239
Relyea Zuckerberg Hanson LLC 630.32%0.40%0.55%Q2 2021Q3 20239
Main Street Financial Solutions, LLC 630.07%0.08%0.09%Q2 2021Q3 20239
PBMares Wealth Management LLC 630.35%0.50%0.83%Q2 2021Q3 20239
Wealthcare Advisory Partners LLC 630.03%0.21%1.01%Q2 2021Q3 20239
Investors Research Corp 630.01%0.01%0.01%Q2 2021Q3 20239
Legacy Bridge, LLC 990.01%0.01%0.01%Q3 2021Q3 20239
3EDGE Asset Management, LP 540.02%0.02%0.04%Q2 2021Q3 20239
Bridgewater Associates 990.02%0.49%0.91%Q2 2021Q2 20239
Arbor Investment Advisors, LLC 990.05%0.05%0.06%Q3 2021Q3 20239
Quadrant Private Wealth Management, LLC 540.10%0.12%0.13%Q2 2021Q3 20239
Rosenberg Matthew Hamilton 630.06%0.07%0.09%Q2 2021Q3 20239
PRUDENTIAL PLC 990.02%0.04%0.11%Q3 2021Q3 20239
Bard Financial Services, Inc. 990.08%0.09%0.10%Q2 2021Q2 20239
HRT FINANCIAL LP 810.01%0.28%0.62%Q2 2021Q3 20239
Wealthgate Family Office, LLC 990.63%1.05%1.34%Q3 2021Q3 20239
Evolution Wealth Advisors, LLC 810.00%0.06%0.08%Q2 2021Q3 20239
Financial Sense Advisors, Inc. 630.74%1.39%3.34%Q2 2021Q3 20239
CAMBRIDGE ASSOCIATES LLC /MA/ /ADV 990.55%1.01%1.58%Q3 2021Q3 20239
Endurance Wealth Management, Inc. 990.01%0.01%0.02%Q2 2021Q2 20239
LEUTHOLD GROUP, LLC 991.11%1.21%1.32%Q2 2021Q2 20239
Port Capital LLC 630.04%0.05%0.06%Q2 2021Q3 20239
FARMERS & MERCHANTS INVESTMENTS INC 990.02%0.04%0.05%Q3 2021Q3 20239
Realta Investment Advisors 630.05%0.09%0.12%Q2 2021Q3 20239
LPL Financial LLC 630.17%0.19%0.21%Q2 2021Q3 20239
AE Wealth Management LLC 630.05%0.07%0.10%Q2 2021Q3 20239
PDS Planning, Inc 630.06%0.07%0.10%Q2 2021Q3 20239
First Command Bank 993.98%4.33%5.07%Q2 2021Q2 20239
Grove Bank & Trust 630.07%0.10%0.24%Q2 2021Q3 20239
Capital Group Private Client Services, Inc. 990.10%0.14%0.17%Q3 2021Q3 20239
SEGALL BRYANT & HAMILL, LLC 720.03%0.04%0.05%Q2 2021Q3 20239
Terra Nova Asset Management LLC 630.31%0.70%0.87%Q2 2021Q3 20239
Summit Trail Advisors, LLC 630.40%0.89%2.20%Q2 2021Q3 20239
Vigilant Capital Management, LLC 991.84%2.18%2.52%Q2 2021Q2 20239
Archer Investment Corp 990.00%0.00%0.00%Q3 2021Q3 20239
Main Management LLC 630.00%0.00%0.03%Q2 2021Q3 20239
Independent Advisor Alliance 630.00%0.04%0.07%Q2 2021Q3 20239
Perennial Investment Advisors, LLC 630.06%0.41%0.66%Q2 2021Q3 20239
Sowa Financial Group, Inc. 9910.84%12.54%13.90%Q3 2021Q3 20239
IAG Wealth Partners, LLC 630.02%0.03%0.03%Q2 2021Q3 20239
Van Hulzen Asset Management, LLC 990.32%0.73%1.28%Q3 2021Q3 20239
Twin Lakes Capital Management, LLC 540.14%0.17%0.20%Q2 2021Q3 20239
IFG Advisory, LLC 630.05%0.05%0.06%Q2 2021Q3 20239
Jacobi Capital Management LLC 630.05%0.06%0.07%Q2 2021Q3 20239
ATLAS CAPITAL ADVISORS LLC 630.01%0.10%0.15%Q2 2021Q3 20239
BANK OF MONTREAL /CAN/ 720.01%0.07%0.14%Q2 2021Q3 20239
First PREMIER Bank 630.08%0.09%0.09%Q2 2021Q3 20239
Mascoma Wealth Management LLC 990.01%0.02%0.02%Q3 2021Q3 20239
Laird Norton Wetherby Wealth Management, LLC 540.01%0.02%0.03%Q2 2021Q3 20239
RiverGlades Family Offices LLC 542.68%3.10%3.54%Q2 2021Q3 20239
REGIONS FINANCIAL CORP 990.02%0.02%0.02%Q3 2021Q3 20239
EDMOND DE ROTHSCHILD HOLDING S.A. 630.01%0.04%0.06%Q2 2021Q3 20239
JTC Employer Solutions Trustee Ltd 990.01%0.01%0.01%Q3 2021Q3 20239
TOWNSQUARE CAPITAL LLC 990.02%0.02%0.02%Q3 2021Q3 20239
Shepherd Financial Partners LLC 630.04%0.38%1.85%Q2 2021Q3 20239
Dynamic Advisor Solutions LLC 630.05%0.15%0.50%Q2 2021Q3 20239
MONETA GROUP INVESTMENT ADVISORS LLC 990.01%0.01%0.03%Q3 2021Q3 20239
Oakworth Capital, Inc. 630.00%0.00%0.00%Q2 2021Q3 20239
Janney Montgomery Scott LLC 630.04%0.05%0.06%Q2 2021Q3 20239
LAKE STREET ADVISORS GROUP, LLC 990.05%1.60%4.30%Q3 2021Q3 20239
Parcion Private Wealth LLC 993.13%3.69%4.43%Q3 2021Q3 20239
GFS Advisors, LLC 630.79%1.13%1.29%Q2 2021Q3 20239
Lumature Wealth Partners, LLC 990.03%0.07%0.13%Q2 2021Q2 20239
WELCH & FORBES LLC 630.05%0.06%0.06%Q2 2021Q3 20239
Kingsview Wealth Management, LLC 630.15%0.25%0.47%Q2 2021Q3 20239
Tidal Investments LLC 990.01%0.02%0.02%Q3 2021Q3 20239
Robinson Value Management, Ltd. 990.43%1.64%2.03%Q3 2021Q3 20239
Orion Capital Management LLC 990.18%0.23%0.27%Q3 2021Q3 20239
HARBOUR INVESTMENTS, INC. 630.07%0.08%0.09%Q2 2021Q3 20239
Bogart Wealth, LLC 990.00%0.01%0.02%Q3 2021Q3 20239
WBH ADVISORY INC 630.21%0.26%0.36%Q2 2021Q3 20239
Castleview Partners, LLC 810.00%0.52%1.08%Q2 2021Q3 20239
Independent Wealth Network Inc. 990.16%0.21%0.26%Q3 2021Q3 20239
Sugarloaf Wealth Management, LLC 990.02%0.04%0.05%Q3 2021Q3 20239
Bank Julius Baer & Co. Ltd, Zurich 630.00%0.08%0.22%Q2 2021Q3 20239
Old Port Advisors 810.43%0.98%1.50%Q2 2021Q3 20239
M&T BANK CORP 630.02%0.06%0.13%Q2 2021Q3 20239
GREAT VALLEY ADVISOR GROUP, INC. 630.11%0.32%0.73%Q2 2021Q3 20239
Regency Capital Management Inc.\DE 632.25%3.22%5.16%Q2 2021Q3 20239
PEAPACK GLADSTONE FINANCIAL CORP 990.01%0.01%0.01%Q3 2021Q3 20239
Red Door Wealth Management, LLC 630.22%0.49%1.15%Q2 2021Q3 20239
Wealth Quarterback LLC 610.65%2.42%5.26%Q1 1987Q3 20239
WHITENER CAPITAL MANAGEMENT, INC. 810.48%0.56%0.65%Q2 2021Q3 20239
NORWOOD FINANCIAL CORP 880.02%0.02%0.02%Q4 2021Q3 20238
Viewpoint Capital Management LLC 880.27%0.32%0.36%Q4 2021Q3 20238
V Wealth Advisors LLC 530.06%0.07%0.08%Q2 2021Q2 20238
Accel Wealth Management 880.02%0.03%0.03%Q2 2021Q1 20238
Stephens Consulting, LLC 880.03%0.05%0.08%Q4 2021Q3 20238
Gould Capital, LLC 880.11%0.12%0.13%Q4 2021Q3 20238
LOWE BROCKENBROUGH & CO INC 710.02%0.03%0.04%Q3 2021Q3 20238
NATIONAL BANK OF CANADA /FI/ 880.02%0.04%0.06%Q4 2021Q3 20238
Birchcreek Wealth Management, LLC 620.40%1.05%1.41%Q3 2021Q3 20238
J2 Capital Management Inc 882.12%3.24%4.67%Q4 2021Q3 20238
ETF Store, Inc. 880.90%1.00%1.11%Q4 2021Q3 20238
Walkner Condon Financial Advisors LLC 880.39%0.54%1.26%Q4 2021Q3 20238
TD Waterhouse Canada Inc. 880.17%0.19%0.21%Q4 2021Q3 20238
Parallax Volatility Advisers, L.P. 320.00%0.00%0.00%Q2 2021Q3 20238
Riggs Asset Managment Co. Inc. 530.00%0.08%0.25%Q2 2021Q3 20238
Allie Family Office LLC 881.45%1.62%1.99%Q4 2021Q3 20238
Intrua Financial, LLC 880.13%0.22%0.40%Q2 2021Q1 20238
StrategIQ Financial Group, LLC 880.56%0.59%0.67%Q4 2021Q3 20238
Russell Investments Group, Ltd. 530.04%0.06%0.10%Q2 2021Q2 20238
XR Securities LLC 430.00%0.21%1.00%Q3 2021Q3 20238
Keebeck Wealth Management, LLC 880.06%0.08%0.11%Q4 2021Q3 20238
Morton Capital Management LLC/CA 883.12%3.91%4.63%Q4 2021Q3 20238
GPS Wealth Strategies Group, LLC 320.00%0.00%0.00%Q2 2021Q3 20238
E Fund Management Co., Ltd. 710.16%0.25%0.36%Q3 2021Q3 20238
EverSource Wealth Advisors, LLC 880.04%0.78%1.62%Q4 2021Q3 20238
Washington Trust Advisors, Inc. 880.00%0.00%0.00%Q4 2021Q3 20238
CVA Family Office, LLC 710.01%0.01%0.02%Q2 2021Q2 20238
SeaCrest Wealth Management, LLC 530.02%0.03%0.04%Q2 2021Q3 20238
Palisades Hudson Asset Management, L.P. 881.54%1.93%2.09%Q4 2021Q3 20238
HHM Wealth Advisors, LLC 530.00%0.05%0.09%Q3 2021Q3 20238
Baldrige Asset Management LLC 880.40%0.45%0.57%Q2 2021Q1 20238
Benchmark Investment Advisors LLC 880.32%0.92%1.32%Q4 2021Q3 20238
Avalon Investment & Advisory 880.02%0.03%0.03%Q2 2021Q1 20238
PICTET ASSET MANAGEMENT SA 880.01%0.03%0.06%Q3 2021Q2 20238
Berkeley Capital Partners, LLC 710.10%0.12%0.14%Q3 2021Q3 20238
Aberdeen Wealth Management LLC 710.25%0.37%0.44%Q2 2021Q3 20238
REUTER JAMES WEALTH MANAGEMENT, LLC 610.13%6.82%10.17%Q4 2021Q3 20238
SevenOneSeven Capital Management 881.93%2.80%3.59%Q4 2021Q3 20238
CARL STUART INVESTMENT ADVISOR, INC 880.02%14.98%19.04%Q4 2021Q3 20238
Carnegie Capital Asset Management, LLC 880.02%0.03%0.04%Q4 2021Q3 20238
Schrum Private Wealth Management LLC 880.20%0.25%0.28%Q4 2021Q3 20238
Connective Portfolio Management, LLC 882.03%3.07%3.93%Q4 2021Q3 20238
First Pacific Financial 620.05%0.27%0.76%Q2 2021Q3 20238
Financial Gravity Asset Management, Inc. 530.00%0.05%0.10%Q2 2021Q3 20238
Mizuho Bank, Ltd. 713.35%13.74%28.25%Q3 2021Q3 20238
Pinkerton Retirement Specialists, LLC 530.05%0.33%0.64%Q2 2021Q3 20238
Forefront Analytics, LLC 880.23%0.50%0.90%Q2 2021Q1 20238
GRAHAM CAPITAL WEALTH MANAGEMENT, LLC 881.98%10.68%25.63%Q4 2021Q3 20238
Sageworth Trust Co 880.05%0.12%0.14%Q2 2021Q1 20238
Truvestments Capital LLC 620.01%0.01%0.01%Q3 2021Q3 20238
Quent Capital, LLC 882.59%3.14%3.60%Q4 2021Q3 20238
Tower Research Capital LLC (TRC) 510.00%0.01%0.02%Q2 2021Q3 20238
Rise Advisors, LLC 880.00%0.03%0.04%Q4 2021Q3 20238
FIFTH THIRD SECURITIES, INC. 621.08%1.24%1.53%Q3 2021Q3 20238
Hirtle Callaghan & Co LLC 880.06%0.08%0.10%Q4 2021Q3 20238
Forum Financial Management, LP 880.02%0.03%0.04%Q4 2021Q3 20238
DOPKINS WEALTH MANAGEMENT, LLC 880.20%0.24%0.28%Q4 2021Q3 20238
AXXCESS WEALTH MANAGEMENT, LLC 880.43%0.59%1.32%Q4 2021Q3 20238
SINECERA CAPITAL, LLC 887.56%8.61%9.34%Q4 2021Q3 20238
Crumly & Associates Inc. 530.08%0.10%0.11%Q3 2021Q3 20238
Strengthening Families & Communities, LLC 880.01%2.42%18.25%Q4 2021Q3 20238
Naviter Wealth, LLC 880.27%4.39%8.69%Q4 2021Q3 20238
Ameritas Advisory Services, LLC 880.04%0.08%0.11%Q4 2021Q3 20238
Activest Wealth Management 530.00%0.00%0.01%Q2 2021Q3 20238
Congress Wealth Management LLC / DE / 880.00%0.03%0.09%Q4 2021Q3 20238
WEALTHSPAN PARTNERS, LLC 882.81%3.16%3.45%Q4 2021Q3 20238
Western Wealth Management, LLC 610.05%0.06%0.07%Q2 2021Q3 20238
Pinnacle Wealth Planning Services, Inc. 880.05%0.06%0.07%Q2 2021Q1 20238
Snowden Capital Advisors LLC 880.02%0.05%0.06%Q4 2021Q3 20238
Altman Advisors, Inc. 711.16%1.53%1.71%Q3 2021Q3 20238
Coronation Fund Managers Ltd. 880.02%0.04%0.06%Q2 2021Q1 20238
Stonehage Fleming Financial Services Holdings Ltd 530.01%0.07%0.12%Q2 2021Q3 20238
Sage Investment Advisers LLC 883.70%4.47%4.74%Q4 2021Q3 20238
Bigelow Investment Advisors, LLC 880.90%1.31%1.59%Q4 2021Q3 20238
REGATTA CAPITAL GROUP, LLC 880.29%0.38%0.47%Q4 2021Q3 20238
Beaird Harris Wealth Management, LLC 880.01%0.02%0.03%Q4 2021Q3 20238
PHILLIPS FINANCIAL MANAGEMENT, LLC 880.06%0.07%0.07%Q4 2021Q3 20238
Trek Financial, LLC 420.02%0.32%0.91%Q2 2021Q3 20238
LAKE STREET PRIVATE WEALTH, LLC 880.14%0.16%0.19%Q4 2021Q3 20238
Savant Capital, LLC 880.01%0.01%0.01%Q4 2021Q3 20238
Mill Capital Management, LLC 880.06%0.06%0.06%Q4 2021Q3 20238
COMERICA BANK 710.00%0.04%0.11%Q2 2021Q3 20238
Waypoint Capital Advisors, LLC 880.10%0.14%0.21%Q4 2021Q3 20238
NEW YORK STATE COMMON RETIREMENT FUND 530.00%0.01%0.03%Q2 2021Q3 20238
STABLEFORD CAPITAL II LLC 321.61%1.81%2.18%Q2 2021Q3 20238
Ahrens Investment Partners LLC 880.79%1.42%3.44%Q2 2021Q1 20238
OAK HARBOR WEALTH PARTNERS, LLC 880.16%0.18%0.20%Q4 2021Q3 20238
HB Wealth Management, LLC 880.02%0.04%0.05%Q4 2021Q3 20238
CAPE COD FIVE CENTS SAVINGS BANK 880.02%0.04%0.06%Q4 2021Q3 20238
HSBC HOLDINGS PLC 620.00%0.00%0.01%Q3 2021Q3 20238
Bartlett & Co. LLC 880.00%0.00%0.00%Q1 2022Q4 20238
Ten Capital Wealth Advisors, LLC 880.00%0.01%0.03%Q2 2021Q1 20238
Amplius Wealth Advisors, LLC 880.51%2.46%5.15%Q4 2021Q3 20238
McAdam, LLC 880.02%0.08%0.18%Q4 2021Q3 20238
CARDIFF PARK ADVISORS, LLC 880.08%0.10%0.12%Q4 2021Q3 20238
Greenline Partners, LLC 620.01%2.02%9.39%Q2 2021Q3 20238
Ellevest, Inc. 880.00%0.00%0.01%Q2 2021Q1 20238
Callan Capital, LLC 880.04%0.05%0.06%Q4 2021Q3 20238
LEVEL FOUR ADVISORY SERVICES, LLC 880.02%0.02%0.03%Q4 2021Q3 20238
Confluence Wealth Services, Inc. 880.28%0.43%0.61%Q4 2021Q3 20238
STRATEGY ASSET MANAGERS LLC 530.16%0.26%0.34%Q2 2021Q2 20238
Blossom Wealth Management 881.40%1.76%2.70%Q4 2021Q3 20238
Raleigh Capital Management Inc. 770.00%0.00%0.00%Q1 2022Q3 20237
TRUSTCORE FINANCIAL SERVICES, LLC 770.00%0.00%0.01%Q2 2021Q4 20227
MILLENNIUM MANAGEMENT LLC 520.00%0.00%0.00%Q2 2021Q2 20237
Journey Advisory Group, LLC 770.04%0.05%0.06%Q1 2022Q3 20237
BARCLAYS PLC 770.00%0.00%0.00%Q1 2022Q3 20237
BOK Financial Private Wealth, Inc. 770.19%3.38%4.21%Q1 2022Q3 20237
Brinker Capital Investments, LLC 770.04%0.08%0.17%Q2 2021Q4 20227
FINANCIAL PARTNERS CAPITAL MANAGEMENT LLC 771.74%2.17%2.60%Q2 2021Q4 20227
Mechanics Financial Corp 610.06%0.08%0.11%Q4 2021Q3 20237
CX Institutional 610.00%0.29%0.95%Q3 2021Q3 20237
ALTERNA WEALTH MANAGEMENT, INC 430.23%0.29%0.39%Q4 2021Q3 20237
Strategic Wealth Partners, Ltd. 770.07%0.13%0.34%Q3 2021Q1 20237
Apeiron RIA LLC 610.13%0.41%0.61%Q4 2021Q3 20237
Personal Capital Advisors Corp 772.05%2.25%2.46%Q2 2021Q4 20227
Clarity Financial LLC 410.03%1.55%5.26%Q2 2021Q3 20237
BRADLEY FOSTER & SARGENT INC/CT 770.01%0.04%0.06%Q1 2022Q3 20237
Chemistry Wealth Management LLC 773.27%3.46%3.71%Q1 2022Q3 20237
Freedom Investment Management, Inc. 610.17%0.20%0.29%Q4 2021Q3 20237
Temasek Holdings (Private) Ltd 770.51%1.08%1.47%Q2 2021Q4 20227
BUCKINGHAM STRATEGIC PARTNERS, LLC 770.02%0.03%0.05%Q1 2022Q3 20237
Benedetti & Gucer, Inc. 770.22%0.24%0.27%Q1 2022Q3 20237
Financial & Tax Architects, LLC 320.68%0.82%0.99%Q2 2021Q3 20237
Pendal Group Ltd 770.01%0.01%0.01%Q2 2021Q4 20227
Concord Wealth Partners 410.00%0.01%0.02%Q2 2021Q3 20237
LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA 430.00%0.00%0.01%Q2 2021Q1 20237
Blueprint Investment Partners LLC 520.59%1.47%3.00%Q3 2021Q3 20237
China Universal Asset Management Co., Ltd. 770.66%0.93%1.14%Q1 2022Q3 20237
Three Bridge Wealth Advisors, LLC 771.18%2.27%2.86%Q1 2022Q3 20237
SJS Investment Consulting Inc. 520.01%0.01%0.01%Q4 2021Q3 20237
OKABENA INVESTMENT SERVICES INC 772.50%3.83%5.24%Q1 2022Q3 20237
MBL Wealth, LLC 770.06%0.07%0.10%Q1 2022Q3 20237
BRR OpCo, LLC 610.02%0.03%0.03%Q1 2019Q2 20217
Sunesis Advisors, LLC 611.11%1.23%1.40%Q4 2021Q3 20237
FORVIS Wealth Advisors, LLC 610.01%0.01%0.02%Q4 2021Q3 20237
Charles Schwab Trust Co 610.03%0.28%0.91%Q2 2021Q3 20237
Laurel Wealth Advisors, Inc. 770.05%0.07%0.10%Q2 2021Q4 20227
M Holdings Securities, Inc. 610.15%0.19%0.21%Q2 2021Q2 20237
GROUP ONE TRADING, L.P. 520.00%0.00%0.00%Q2 2021Q1 20237
NORTHCAPE WEALTH MANAGEMENT, LLC 430.18%0.20%0.22%Q4 2021Q3 20237
Geneos Wealth Management Inc. 770.00%0.01%0.01%Q1 2022Q3 20237
NewEdge Wealth, LLC 430.01%0.04%0.07%Q2 2021Q3 20237
Summit Place Financial Advisors, LLC 771.62%1.98%2.30%Q1 2022Q3 20237
GAMBLE JONES INVESTMENT COUNSEL 771.23%1.33%1.41%Q2 2021Q4 20227
Montis Financial, LLC 770.28%0.60%0.74%Q1 2022Q3 20237
SIMPLEX TRADING, LLC 610.00%0.00%0.00%Q2 2021Q2 20237
MATHER GROUP, LLC. 770.01%0.01%0.02%Q1 2022Q3 20237
Cribstone Capital Management, LLC 770.01%0.01%0.01%Q2 2021Q4 20227
Visionary Wealth Advisors 770.05%0.16%0.28%Q2 2021Q4 20227
Compagnie Lombard Odier SCmA 520.00%0.01%0.01%Q3 2021Q3 20237
Beacon Capital Management, LLC 770.01%0.01%0.01%Q1 2022Q3 20237
American Trust 770.02%0.04%0.05%Q1 2022Q3 20237
Wealthstar Advisors, LLC 770.98%1.29%1.47%Q1 2022Q3 20237
Legacy Private Trust Co. 770.02%0.03%0.03%Q2 2021Q4 20227
Narus Financial Partners, LLC 770.14%0.25%0.37%Q1 2022Q3 20237
Jaffetilchin Investment Partners, LLC 770.04%0.06%0.10%Q1 2022Q3 20237
BENJAMIN EDWARDS INC 770.23%0.73%1.15%Q2 2021Q4 20227
FLAGSHIP HARBOR ADVISORS, LLC 430.08%0.08%0.10%Q2 2021Q1 20237
Bridgeworth, LLC 520.06%0.24%0.71%Q2 2021Q1 20237
Montecito Bank & Trust 770.15%0.22%0.39%Q2 2021Q4 20227
DELTA ASSET MANAGEMENT LLC/TN 430.00%0.00%0.00%Q2 2021Q3 20237
Horizons Wealth Management 770.07%0.08%0.10%Q2 2022Q4 20237
JFS WEALTH ADVISORS, LLC 770.00%0.00%0.01%Q1 2022Q3 20237
TD Capital Management LLC 520.00%0.00%0.00%Q3 2021Q3 20237
Aureus Asset Management, LLC 770.06%0.08%0.10%Q2 2021Q4 20227
USA FINANCIAL FORMULAS 430.01%0.66%1.67%Q4 2021Q3 20237
Jump Financial, LLC 320.02%0.09%0.17%Q2 2021Q3 20237
PRUDENTIAL FINANCIAL INC 770.00%0.02%0.02%Q1 2022Q3 20237
Warren Street Wealth Advisors, LLC 430.14%0.18%0.23%Q4 2021Q3 20237
Advisory Alpha, LLC 770.02%0.07%0.14%Q1 2022Q3 20237
Crewe Advisors LLC 770.00%0.01%0.02%Q1 2022Q3 20237
Upper Left Wealth Management, LLC 617.92%8.76%9.39%Q4 2021Q3 20237
Ifrah Financial Services, Inc. 770.33%0.34%0.36%Q1 2022Q3 20237
ICA Group Wealth Management, LLC 770.10%0.14%0.16%Q1 2022Q3 20237
Leonard Rickey Investment Advisors P.L.L.C. 410.09%0.70%1.86%Q2 2021Q3 20237
NEIRG Wealth Management, LLC 770.06%0.07%0.08%Q4 2021Q2 20237
IRON Financial LLC 770.17%0.18%0.20%Q2 2021Q4 20227
BANCO BILBAO VIZCAYA ARGENTARIA, S.A. 520.08%0.25%0.60%Q2 2021Q3 20237
TILIA FIDUCIARY PARTNERS, INC. 770.00%0.00%0.00%Q4 2021Q2 20237
AVAII WEALTH MANAGEMENT, LLC 610.41%0.64%0.90%Q4 2021Q3 20237
Endowment Wealth Management, Inc. 770.28%0.32%0.34%Q1 2022Q3 20237
ICONIQ Capital, LLC 770.02%0.03%0.03%Q1 2022Q3 20237
Arlington Partners LLC 520.20%0.32%0.44%Q3 2021Q2 20237
MONEY CONCEPTS CAPITAL CORP 610.02%0.13%0.26%Q4 2021Q3 20237
Almanack Investment Partners, LLC. 770.04%0.25%0.67%Q2 2021Q4 20227
Twelve Points Wealth Management LLC 611.15%1.70%2.22%Q4 2021Q3 20237
WFA of San Diego, LLC 310.01%0.10%0.16%Q2 2021Q3 20237
EPG Wealth Management LLC 770.12%0.14%0.16%Q1 2022Q3 20237
COUNTRY CLUB BANK /GFN 770.08%0.08%0.09%Q1 2022Q3 20237
Atria Wealth Solutions, Inc. 770.18%0.21%0.25%Q1 2022Q3 20237
BROWN ADVISORY INC 770.00%0.01%0.01%Q1 2022Q3 20237
TriaGen Wealth Management LLC 770.80%0.90%1.05%Q1 2022Q3 20237
Nadler Financial Group, Inc. 660.30%3.78%11.32%Q2 2022Q3 20236
Glovista Investments LLC 310.34%1.07%2.32%Q2 2021Q3 20236
American Research & Management Co. 662.80%2.92%3.01%Q2 2021Q3 20226
RGT Wealth Advisors, LLC 660.29%0.33%0.38%Q2 2021Q3 20226
Mosaic Advisors LLC 660.99%2.36%3.65%Q2 2021Q3 20226
SILVER OAK SECURITIES, INCORPORATED 660.08%0.21%0.49%Q2 2022Q3 20236
Grand Central Investment Group 661.53%1.79%2.02%Q2 2021Q3 20226
MOULTON WEALTH MANAGEMENT, INC 422.93%4.68%6.04%Q3 2021Q3 20236
Financial Enhancement Group LLC 660.01%0.02%0.02%Q2 2021Q3 20226
Renaissance Technologies 410.00%0.01%0.02%Q2 2021Q2 20236
American Portfolios Advisors 660.43%0.47%0.56%Q2 2021Q3 20226
Highland Financial Advisors, LLC 663.92%4.54%5.34%Q2 2022Q3 20236
INVERNESS COUNSEL LLC /NY/ 660.02%0.03%0.04%Q2 2021Q3 20226
Transamerica Financial Advisors, Inc. 660.00%0.10%0.32%Q2 2022Q3 20236
TORONTO DOMINION BANK 660.01%0.03%0.07%Q2 2022Q3 20236
Golden State Equity Partners 330.31%0.89%1.57%Q3 2021Q3 20236
Clearstead Trust, LLC 660.01%0.27%0.33%Q2 2022Q3 20236
LEO BROKERAGE, LLC 220.03%0.14%0.30%Q2 2021Q2 20236
Worth Asset Management, LLC 660.01%0.10%0.32%Q1 2022Q2 20236
Covington Capital Management 660.66%0.77%0.88%Q2 2021Q3 20226
Simplify Asset Management Inc. 660.01%0.21%0.39%Q2 2022Q3 20236
COUNTRY TRUST BANK 660.00%0.00%0.00%Q2 2021Q3 20226
PATRON PARTNERS, LLC 510.15%0.21%0.30%Q2 2021Q4 20226
Packer & Co Ltd 4148.46%62.53%71.35%Q3 2021Q3 20236
PATTEN & PATTEN INC/TN 660.03%0.03%0.03%Q2 2022Q3 20236
Blue Trust, Inc. 660.51%1.28%2.31%Q2 2022Q3 20236
Destiny Wealth Partners, LLC 660.02%0.03%0.03%Q3 2021Q4 20226
Bank of New Hampshire 660.00%0.00%0.00%Q2 2022Q3 20236
Hillcrest Wealth Advisors - NY, LLC 330.15%0.23%0.32%Q2 2021Q4 20226
WCG Wealth Advisors LLC 660.06%0.07%0.08%Q2 2022Q3 20236
HOWE & RUSLING INC 660.00%0.00%0.02%Q2 2021Q3 20226
Missouri Trust & Investment Co 660.02%0.03%0.06%Q2 2022Q3 20236
Galvin, Gaustad & Stein, LLC 510.02%0.02%0.02%Q1 2022Q3 20236
North Star Investment Management Corp. 330.00%0.00%0.00%Q1 2022Q3 20236
Greenspring Advisors, LLC 660.09%0.11%0.12%Q4 2021Q1 20236
Spire Wealth Management 660.03%0.03%0.03%Q2 2022Q3 20236
ROOSEVELT INVESTMENT GROUP LLC 660.02%0.02%0.02%Q2 2021Q3 20226
Goldstein Munger & Associates 664.80%5.30%6.57%Q2 2021Q3 20226
Financial Connections Group, Inc. 660.00%0.00%0.00%Q4 2021Q1 20236
Ford Financial Group, LLC 330.10%0.40%0.75%Q2 2021Q4 20226
Kore Private Wealth LLC 662.71%3.05%3.66%Q2 2021Q3 20226
Vident Investment Advisory, LLC 660.00%0.03%0.08%Q1 2022Q2 20236
Tyler-Stone Wealth Management 310.15%0.17%0.19%Q4 2021Q3 20236
Highland Private Wealth Management 663.12%3.36%3.59%Q2 2021Q3 20226
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 660.02%0.03%0.05%Q4 2021Q1 20236
Brown Miller Wealth Management, LLC 510.12%0.15%0.16%Q2 2021Q1 20236
BRAVE ASSET MANAGEMENT INC 210.13%3.37%5.10%Q2 2021Q3 20236
Avion Wealth 660.01%0.01%0.01%Q2 2022Q3 20236
jvl associates llc 660.39%0.75%1.07%Q2 2021Q3 20226
LEAVELL INVESTMENT MANAGEMENT, INC. 660.41%0.49%0.52%Q2 2022Q3 20236
INSIGHT 2811, INC. 510.12%0.15%0.18%Q4 2021Q2 20236
TCWP LLC 660.45%0.48%0.51%Q4 2021Q1 20236
IMC-Chicago, LLC 310.00%0.01%0.03%Q2 2021Q3 20236
Elmwood Wealth Management, Inc. 510.33%0.60%0.88%Q2 2021Q4 20226
PITCAIRN CO 310.01%0.02%0.02%Q2 2021Q1 20236
RFG Advisory, LLC 660.01%0.07%0.11%Q2 2022Q3 20236
Sagil Capital LLP 665.07%13.31%17.70%Q2 2022Q3 20236
KANAWHA CAPITAL MANAGEMENT LLC 510.02%0.06%0.07%Q1 2022Q3 20236
Solidarity Wealth, LLC 330.09%0.18%0.28%Q1 2022Q3 20236
Tanglewood Wealth Management, Inc. 664.60%4.85%5.15%Q2 2022Q3 20236
Meridian Wealth Management, LLC 660.03%0.05%0.09%Q2 2022Q3 20236
DOWLING & YAHNKE LLC 660.01%0.01%0.02%Q2 2021Q3 20226
COLDSTREAM CAPITAL MANAGEMENT INC 420.03%0.03%0.03%Q1 2022Q3 20236
HERITAGE WEALTH MANAGEMENT, LLC 420.00%0.03%0.05%Q2 2021Q4 20226
NEW ENGLAND ASSET MANAGEMENT INC 660.02%0.02%0.02%Q2 2021Q3 20226
Firestone Capital Management 420.53%0.67%0.75%Q4 2021Q3 20236
First Eagle Investment Management, LLC 660.00%0.00%0.00%Q2 2022Q3 20236
MUFG Americas Holdings Corp 660.53%0.57%0.63%Q2 2021Q3 20226
U.S. Capital Wealth Advisors, LLC 420.01%0.02%0.05%Q1 2022Q3 20236
Itau Unibanco Holding S.A. 420.00%0.01%0.01%Q1 2022Q3 20236
McClarren Financial Advisors, Inc. 550.04%0.05%0.05%Q3 2022Q3 20235
Spearhead Capital Advisors, LLC 550.21%1.55%5.56%Q3 2021Q3 20225
DAVENPORT & Co LLC 410.00%0.00%0.01%Q1 2022Q3 20235
Members Trust Co 550.01%0.01%0.01%Q2 2021Q2 20225
Stegent Equity Advisors, Inc. 550.32%0.36%0.40%Q3 2022Q3 20235
Bangor Savings Bank 550.00%0.00%0.00%Q2 2022Q2 20235
Global Trust Asset Management, LLC 550.00%0.00%0.01%Q1 2022Q1 20235
Spartan Planning & Wealth Management 410.95%2.22%4.55%Q1 2022Q3 20235
DDD Partners, LLC 550.06%0.07%0.09%Q2 2021Q2 20225
TPB WEALTH ADVISORS 551.24%2.83%5.46%Q1 2022Q1 20235
JGP Wealth Management, LLC 320.06%0.07%0.07%Q2 2021Q3 20225
Global Wealth Strategies & Associates 551.93%2.02%2.20%Q4 2022Q4 20235
Brio Consultants, LLC 550.64%0.85%1.07%Q2 2021Q2 20225
CWA Asset Management Group, LLC 550.05%0.12%0.36%Q3 2022Q3 20235
Operose Advisors LLC 550.01%0.02%0.02%Q4 2021Q4 20225
Claraphi Advisory Network, LLC 550.06%0.12%0.19%Q2 2021Q2 20225
SENTINEL PENSION ADVISORS INC 550.16%0.41%1.05%Q3 2022Q3 20235
NORTHWEST INVESTMENT COUNSELORS, LLC 550.01%0.01%0.01%Q4 2021Q4 20225
WELLINGTON MANAGEMENT GROUP LLP 320.00%0.00%0.00%Q1 2022Q3 20235
INSPIRION WEALTH ADVISORS, LLC 410.05%0.06%0.08%Q2 2022Q3 20235
DAVIS R M INC 410.01%0.01%0.01%Q2 2021Q4 20225
Wagner Wealth Management, LLC 320.00%0.01%0.02%Q2 2021Q3 20225
LAZARD ASSET MANAGEMENT LLC 410.00%0.00%0.00%Q1 2022Q3 20235
CERTUITY, LLC 550.10%0.27%0.42%Q2 2021Q2 20225
AllGen Financial Advisors, Inc. 325.64%10.39%15.64%Q4 2020Q3 20225
VALLEY WEALTH MANAGERS, INC. 550.00%0.00%0.00%Q2 2022Q2 20235
Spinnaker Investment Group, LLC 320.07%0.08%0.09%Q4 2021Q2 20235
Strategies Wealth Advisors, LLC 320.05%0.08%0.11%Q4 2021Q3 20235
PSI Advisors, LLC 210.00%0.01%0.01%Q3 2021Q1 20235
NorthCrest Asset Manangement, LLC 410.02%0.57%0.91%Q4 2021Q3 20235
Altium Wealth Management LLC 550.02%0.02%0.02%Q2 2021Q2 20225
S.C. Financial Services, Inc. 550.60%0.81%0.93%Q4 2021Q4 20225
CAMDEN NATIONAL BANK 320.04%0.05%0.06%Q3 2021Q3 20235
BARRETT & COMPANY, INC. 550.02%0.02%0.02%Q3 2022Q3 20235
STRATEGIC CAPITAL ADVISERS, INC. 553.60%4.04%4.79%Q2 2021Q2 20225
HOWARD FINANCIAL SERVICES, LTD. 410.05%0.06%0.06%Q1 2022Q3 20235
EXENCIAL WEALTH ADVISORS, LLC 550.04%0.04%0.04%Q4 2021Q4 20225
PRIVATE TRUST CO NA 410.11%0.12%0.12%Q2 2022Q3 20235
St. James Investment Advisors, LLC 550.16%0.39%0.94%Q4 2021Q4 20225
DT Investment Partners, LLC 551.26%1.39%1.65%Q3 2022Q3 20235
Selective Wealth Management, Inc. 550.03%0.04%0.05%Q3 2021Q3 20225
Colonial Trust Co / SC 550.08%0.10%0.17%Q3 2022Q3 20235
Manning & Napier Group, LLC 550.07%0.09%0.11%Q3 2021Q3 20225
Baron Financial Group, LLC 550.05%0.06%0.06%Q2 2021Q2 20225
Colonial Trust Advisors 550.02%0.02%0.02%Q3 2022Q3 20235
Addison Advisors LLC 410.00%0.00%0.00%Q1 2022Q3 20235
Bridgewater Advisors Inc. 550.05%0.07%0.09%Q2 2021Q2 20225
TUCKER ASSET MANAGEMENT LLC 310.00%0.00%0.00%Q1 2022Q3 20235
Winch Advisory Services, LLC 550.62%0.70%0.76%Q3 2022Q3 20235
DMC Group, LLC 550.27%0.30%0.32%Q3 2022Q3 20235
Dakota Wealth Management 410.02%0.12%0.50%Q1 2022Q3 20235
West Family Investments, Inc. 215.34%7.10%9.26%Q3 2021Q3 20235
MOODY NATIONAL BANK TRUST DIVISION 550.02%0.08%0.15%Q3 2021Q3 20225
Zullo Investment Group, Inc. 550.01%0.01%0.01%Q4 2021Q4 20225
Simplicity Solutions, LLC 320.04%0.13%0.30%Q2 2021Q3 20235
Checchi Capital Advisers, LLC 550.69%0.90%1.26%Q3 2022Q3 20235
MGO ONE SEVEN LLC 550.30%0.49%0.98%Q3 2022Q3 20235
MMBG INVESTMENT ADVISORS CO. 310.19%0.32%0.57%Q4 2021Q3 20235
TITLEIST CAPITAL, LLC 550.06%0.07%0.08%Q4 2021Q4 20225
TAP Consulting, LLC 550.32%0.36%0.39%Q2 2021Q2 20225
Lindbrook Capital, LLC 550.00%0.00%0.00%Q3 2022Q3 20235
High Net Worth Advisory Group LLC 550.04%0.04%0.05%Q4 2021Q4 20225
Lake Point Wealth Management 556.26%6.38%6.70%Q2 2021Q2 20225
Carlson Capital Management 550.12%0.14%0.15%Q3 2022Q3 20235
NISSAY ASSET MANAGEMENT CORP /JAPAN/ /ADV 550.02%0.02%0.02%Q2 2021Q2 20225
CoreCap Advisors, LLC 550.01%0.02%0.03%Q4 2021Q4 20225
Corbenic Partners LLC 550.00%0.00%0.00%Q2 2021Q2 20225
Truadvice, LLC 550.14%0.45%0.62%Q3 2022Q3 20235
Venture Visionary Partners LLC 550.02%0.03%0.07%Q2 2021Q2 20225
HUSSMAN STRATEGIC ADVISORS, INC. 550.27%0.93%1.27%Q2 2021Q2 20225
TRUST CO OF VERMONT 210.00%0.00%0.00%Q2 2021Q3 20235
Virtus Family Office LLC 552.98%4.06%6.56%Q3 2022Q3 20235
AMERICAN NATIONAL BANK 550.00%0.04%0.07%Q3 2022Q3 20235
Schechter Investment Advisors, LLC 550.02%0.02%0.02%Q3 2022Q3 20235
Transform Wealth, LLC 410.30%0.78%1.20%Q2 2021Q3 20235
FOSTER & MOTLEY INC 440.02%0.02%0.02%Q3 2021Q2 20224
Cardinal Point Wealth Management Partners, LLC 444.91%5.25%5.53%Q4 2021Q3 20224
Trilogy Capital Inc. 440.03%0.03%0.03%Q4 2022Q3 20234
MYECFO, LLC 440.65%0.80%1.04%Q4 2022Q3 20234
Demars Financial Group, LLC 440.24%0.26%0.27%Q4 2022Q3 20234
Private Capital Group, LLC 440.01%0.01%0.02%Q2 2021Q1 20224
ARMSTRONG ADVISORY GROUP, INC 440.01%0.02%0.02%Q4 2022Q3 20234
CONTINUUM WEALTH ADVISORS, LLC 440.14%0.17%0.21%Q4 2022Q3 20234
Cannell & Co. 220.01%0.02%0.02%Q1 2022Q1 20234
LaSalle St. Investment Advisors, LLC 440.17%0.55%1.09%Q4 2022Q3 20234
MinichMacGregor Wealth Management, LLC 440.00%1.35%2.46%Q4 2022Q3 20234
Forza Wealth Management, LLC 443.72%4.05%4.72%Q4 2022Q3 20234
Altiora Financial Group, LLC 441.53%1.68%1.86%Q4 2022Q3 20234
Cordasco Financial Network 310.00%0.00%0.00%Q2 2021Q2 20224
Enterprise Trust & Investment Co 310.01%0.01%0.01%Q2 2021Q2 20224
Resurgent Financial Advisors LLC 440.03%0.03%0.04%Q4 2022Q3 20234
Avory & Company, LLC 440.23%0.25%0.27%Q4 2022Q3 20234
NIXON PEABODY TRUST CO 440.07%0.08%0.09%Q2 2021Q1 20224
DOLIVER ADVISORS, LP 440.24%0.26%0.27%Q1 2023Q4 20234
Financial Alternatives, Inc 442.30%2.37%2.46%Q4 2022Q3 20234
Covestor Ltd 440.00%0.04%0.06%Q1 2022Q4 20224
Summit Financial Wealth Advisors, LLC 310.04%0.05%0.06%Q4 2021Q3 20234
FourThought Financial, LLC 310.00%0.00%0.01%Q4 2020Q1 20224
Townsend & Associates, Inc 440.87%1.23%2.07%Q4 2022Q3 20234
Mill Creek Capital Advisors, LLC 440.02%0.05%0.08%Q4 2022Q3 20234
Fullerton Fund Management Co Ltd. 310.10%0.12%0.13%Q2 2021Q2 20224
Livingston Group Asset Management CO (operating as Southport Capital Management) 440.10%0.17%0.24%Q2 2021Q1 20224
Marmo Financial Group, LLC 440.33%0.49%0.62%Q4 2022Q3 20234
Disciplined Investments, LLC 310.00%0.03%0.04%Q3 2021Q3 20224
RWA WEALTH PARTNERS, LLC 440.01%0.03%0.06%Q4 2022Q3 20234
Horan Securities, Inc. 440.00%0.01%0.01%Q3 2022Q2 20234
Cardinal Point Capital Management ULC 443.99%4.68%5.06%Q4 2022Q3 20234
Foundation Wealth Management, LLC 440.21%0.27%0.34%Q4 2022Q3 20234
CPA Asset Management LLC 443.85%4.14%4.41%Q4 2022Q3 20234
Azimuth Capital Investment Management LLC 440.02%0.02%0.02%Q4 2022Q3 20234
Bleakley Financial Group, LLC 440.02%0.02%0.02%Q4 2022Q3 20234
Alaethes Wealth LLC 440.02%0.02%0.02%Q2 2021Q1 20224
Financial Freedom, LLC 440.02%0.02%0.02%Q4 2022Q3 20234
Sandy Cove Advisors, LLC 220.04%0.08%0.13%Q4 2021Q3 20234
JONES FINANCIAL COMPANIES LLLP 210.00%0.00%0.00%Q4 2021Q2 20234
Mid-American Wealth Advisory Group, Inc. 220.34%2.69%3.61%Q4 2021Q3 20234
InterOcean Capital Group, LLC 310.01%0.02%0.04%Q2 2022Q3 20234
WESCAP Management Group, Inc. 445.69%6.05%6.52%Q4 2022Q3 20234
NEW YORK LIFE INVESTMENT MANAGEMENT LLC 440.22%0.23%0.25%Q2 2022Q1 20234
Inlet Private Wealth, LLC 440.08%0.12%0.16%Q2 2021Q1 20224
BKA Wealth Consulting, Inc. 440.96%1.68%1.96%Q4 2022Q3 20234
WealthNavi Inc. 440.22%1.09%2.22%Q4 2022Q3 20234
Diversified Trust Co 210.01%0.01%0.01%Q1 2022Q4 20234
Farther Finance Advisors, LLC 440.03%0.04%0.06%Q4 2022Q3 20234
Sound View Wealth Advisors Group, LLC 310.06%0.11%0.13%Q2 2021Q3 20234
Vectors Research Management, LLC 440.01%0.01%0.02%Q3 2021Q2 20224
CITIZENS FINANCIAL GROUP INC/RI 220.01%0.22%0.43%Q2 2021Q2 20234
Cornerstone Wealth Group, LLC 440.06%0.06%0.07%Q4 2021Q3 20224
Callan Family Office, LLC 440.21%0.33%0.38%Q4 2022Q3 20234
Advance Capital Management, Inc. 310.03%0.03%0.05%Q4 2021Q4 20224
BBJS FINANCIAL ADVISORS, LLC 440.00%0.36%1.42%Q4 2022Q3 20234
Blue Investment Partners LLC 441.99%2.08%2.21%Q4 2022Q3 20234
PETRA FINANCIAL ADVISORS INC 440.31%0.36%0.40%Q4 2022Q3 20234
TCP Asset Management, LLC 440.10%0.12%0.17%Q4 2022Q3 20234
TRIAD FINANCIAL ADVISORS, INC. 310.10%0.13%0.15%Q4 2021Q4 20224
Knollwood Investment Advisory, LLC 440.31%0.53%0.70%Q4 2022Q3 20234
Regent Peak Wealth Advisors LLC 310.07%1.30%2.53%Q2 2021Q2 20224
PARAMETRIC PORTFOLIO ASSOCIATES LLC 440.00%0.00%0.00%Q2 2021Q1 20224
Sawyer & Company, Inc 440.00%0.00%0.00%Q4 2022Q3 20234
Bridgewealth Advisory Group, LLC 441.38%1.91%2.24%Q4 2022Q3 20234
PALLADIUM PARTNERS LLC 440.05%0.06%0.06%Q2 2021Q1 20224
LWMG, LLC 440.10%0.24%0.60%Q4 2022Q3 20234
New Republic Capital, LLC 440.22%0.24%0.25%Q4 2022Q3 20234
Glenview Trust Co 440.01%0.01%0.01%Q4 2022Q3 20234
Corient Private Wealth LLC 440.07%0.08%0.10%Q4 2022Q3 20234
Bryn Mawr Capital Management, LLC 440.02%0.03%0.04%Q4 2022Q3 20234
Barrett Asset Management, LLC 440.01%0.01%0.01%Q2 2021Q1 20224
All Season Financial Advisors, Inc. 440.96%1.74%2.09%Q2 2021Q1 20224
SILVIA MCCOLL WEALTH MANAGEMENT, LLC 440.37%0.39%0.41%Q4 2022Q3 20234
CHILTON CAPITAL MANAGEMENT LLC 310.00%0.00%0.00%Q2 2022Q3 20234
Sharper & Granite LLC 440.14%0.16%0.20%Q4 2022Q3 20234
PYA Waltman Capital, LLC 440.02%0.02%0.02%Q4 2021Q3 20224
CROSSPOINT FINANCIAL, LLC 446.43%7.39%8.07%Q4 2022Q3 20234
VANCE WEALTH, INC. 310.16%0.25%0.33%Q4 2021Q4 20224
Fisher Asset Management, LLC 310.00%0.00%0.00%Q4 2021Q2 20234
Destination Wealth Management 310.01%0.01%0.01%Q2 2021Q2 20224
StoneX Group Inc. 310.05%0.06%0.07%Q2 2021Q1 20234
DUBUQUE BANK & TRUST CO 440.03%0.04%0.04%Q3 2021Q2 20224
Park Place Capital Corp 440.00%0.00%0.00%Q4 2022Q3 20234
Silicon Valley Capital Partners 440.00%0.00%0.00%Q4 2022Q3 20234
Ameritas Investment Partners, Inc. 310.00%0.00%0.00%Q2 2021Q2 20234
EVERMAY WEALTH MANAGEMENT LLC 310.00%0.00%0.00%Q2 2021Q4 20224
Granite Harbor Advisors, Inc. 440.29%0.32%0.36%Q4 2022Q3 20234
SIMON QUICK ADVISORS, LLC 440.01%0.01%0.01%Q2 2021Q1 20224
EATON VANCE MANAGEMENT 440.00%0.00%0.00%Q2 2021Q1 20224
Integrity Financial Corp /WA 310.19%0.31%0.54%Q4 2021Q1 20234
Clay Northam Wealth Management, LLC 220.20%0.25%0.30%Q2 2022Q2 20234
Blue Chip Partners, LLC 440.02%0.02%0.02%Q4 2022Q3 20234
TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC 210.60%1.38%1.78%Q4 2021Q1 20234
Werba Rubin Papier Wealth Management 440.14%0.15%0.16%Q4 2022Q3 20234
Cyndeo Wealth Partners, LLC 441.13%1.21%1.26%Q4 2022Q3 20234
WealthCare Investment Partners, LLC 310.27%0.74%1.38%Q4 2021Q3 20234
MARINER INDEPENDENT ADVISOR NETWORK, LLC 310.02%0.03%0.04%Q2 2021Q2 20224
Savior LLC 310.00%0.00%0.00%Q3 2022Q3 20234
CARY STREET PARTNERS INVESTMENT ADVISORY LLC 440.01%0.01%0.01%Q4 2022Q3 20234
RESOLUTE FINANCIAL, LLC 311.11%1.42%1.64%Q4 2021Q4 20224
People's United Financial, Inc. 440.90%0.99%1.07%Q2 2021Q1 20224
Alpha Financial Partners, LLC 440.79%0.90%0.96%Q4 2022Q3 20234
Strategic Investment Solutions, Inc. /IL 440.07%0.38%0.84%Q4 2022Q3 20234
Diversified Portfolios, Inc. 310.04%0.06%0.06%Q2 2022Q2 20234
H. L. Ormond & Company, LLC 440.66%0.90%1.16%Q4 2021Q3 20224
HOLLENCREST CAPITAL MANAGEMENT 440.02%0.03%0.03%Q4 2022Q3 20234
IndexIQ Advisors LLC 440.55%0.74%0.94%Q2 2021Q1 20224
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 330.01%0.02%0.03%Q1 2023Q3 20233
MOSAIC FAMILY WEALTH PARTNERS, LLC 330.05%0.07%0.08%Q1 2023Q3 20233
Surevest, LLC 210.02%0.02%0.02%Q4 2021Q3 20223
Keystone Financial Group 330.08%0.19%0.37%Q2 2021Q4 20213
PITTENGER & ANDERSON INC 330.00%0.00%0.00%Q2 2021Q4 20213
Hamilton Point Investment Advisors, LLC 331.09%1.13%1.20%Q1 2023Q3 20233
Crescent Capital Consulting, LLC 330.00%0.00%0.00%Q2 2021Q4 20213
AMERICAN ASSET MANAGEMENT INC. 333.70%3.72%3.76%Q4 2022Q2 20233
ARKANSAS FINANCIAL GROUP, INC. 210.04%0.05%0.06%Q4 2021Q3 20233
Joseph P. Lucia & Associates, LLC 210.11%0.12%0.12%Q2 2021Q2 20223
TCI Wealth Advisors, Inc. 210.00%0.00%0.01%Q1 2022Q4 20223
FOSTER DYKEMA CABOT & CO INC/MA 330.00%0.00%0.00%Q1 2023Q3 20233
BOENNING & SCATTERGOOD, INC. 330.04%0.05%0.05%Q2 2021Q4 20213
Divergent Wealth Advisors 330.10%0.10%0.12%Q1 2023Q3 20233
First National Bank of South Miami 330.01%0.01%0.01%Q2 2021Q4 20213
JSF Financial, LLC 331.82%4.28%5.69%Q1 2023Q3 20233
ALLSTATE CORP 330.44%0.47%0.51%Q1 2022Q3 20223
Venturi Wealth Management, LLC 330.01%0.05%0.07%Q1 2023Q3 20233
Aprio Wealth Management, LLC 330.06%0.11%0.16%Q1 2023Q3 20233
Kaydan Wealth Management, Inc. 330.11%0.12%0.13%Q4 2021Q2 20223
CARY STREET PARTNERS ASSET MANAGEMENT LLC 330.01%0.01%0.01%Q3 2022Q1 20233
Cornerstone Planning Group LLC 210.01%0.01%0.02%Q4 2022Q3 20233
CALTON & ASSOCIATES, INC. 210.34%0.68%1.08%Q2 2021Q3 20233
Rockbridge Investment Management, LCC 330.00%0.00%0.00%Q2 2021Q4 20213
Midwest Financial Group LLC 330.70%0.76%0.83%Q1 2023Q3 20233
Patten Group, Inc. 330.05%0.08%0.10%Q1 2023Q3 20233
Deane Retirement Strategies, Inc. 330.00%1.39%2.13%Q1 2022Q3 20223
Lehman & Derafelo Financial Resources LLC 330.07%0.07%0.07%Q3 2021Q1 20223
NEXT Financial Group, Inc 330.07%0.08%0.08%Q2 2021Q4 20213
Virtue Capital Management, LLC 330.06%0.06%0.08%Q1 2023Q3 20233
Compass Wealth Management LLC 330.00%0.00%0.00%Q4 2022Q2 20233
Financial Insights, Inc. 110.04%0.25%0.58%Q2 2021Q1 20233
GYL FINANCIAL SYNERGIES, LLC 330.60%0.72%0.92%Q1 2023Q3 20233
SANDERS MORRIS HARRIS LLC 210.04%0.05%0.07%Q1 2022Q2 20233
MKD WEALTH COACHES, LLC 330.39%0.44%0.47%Q2 2021Q4 20213
Personal Wealth Partners 331.24%1.68%1.97%Q2 2021Q4 20213
VisionPoint Advisory Group, LLC 330.12%0.13%0.13%Q1 2023Q3 20233
Twin Tree Management, LP 330.02%0.03%0.04%Q1 2023Q3 20233
Curi Wealth Management, LLC 330.01%0.02%0.03%Q4 2021Q2 20223
VALLEY FORGE INVESTMENT CONSULTANTS INC ADV 210.10%0.11%0.13%Q2 2021Q2 20233
D. SCOTT NEAL, INC. 330.15%0.55%1.24%Q1 2023Q3 20233
Cape Investment Advisory, Inc. 330.01%0.01%0.01%Q1 2023Q3 20233
Country Club Trust Company, n.a. 330.07%0.07%0.08%Q2 2021Q4 20213
WEALTHCARE CAPITAL MANAGEMENT LLC 330.02%0.05%0.10%Q2 2021Q4 20213
Rafferty Asset Management, LLC 330.01%0.01%0.01%Q2 2021Q4 20213
Arkos Global Advisors 331.05%1.23%1.34%Q1 2023Q3 20233
First American Bank 330.01%0.01%0.02%Q2 2021Q4 20213
Verus Financial Partners, Inc. 330.03%0.03%0.03%Q1 2023Q3 20233
Fortis Group Advisors, LLC 330.83%1.09%1.30%Q1 2023Q3 20233
Professional Financial Advisors, LLC 330.02%0.02%0.02%Q1 2022Q3 20223
Avidian Wealth Solutions, LLC 330.02%0.02%0.02%Q3 2022Q1 20233
Carmel Capital Partners, LLC 330.00%0.03%0.08%Q1 2023Q3 20233
Procyon Advisors, LLC 330.03%0.03%0.04%Q1 2023Q3 20233
FIRST NATIONAL BANK SIOUX FALLS 330.14%0.15%0.17%Q1 2023Q3 20233
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO 330.01%0.02%0.03%Q1 2023Q3 20233
Glass Jacobson Investment Advisors llc 210.42%0.44%0.49%Q4 2022Q3 20233
Bedel Financial Consulting, Inc. 330.01%0.01%0.01%Q2 2021Q4 20213
First Command Advisory Services, Inc. 110.00%0.22%0.66%Q2 2021Q3 20233
Arlington Capital Management, Inc. 339.00%9.81%10.41%Q1 2023Q3 20233
Ferris Capital, LLC 330.63%0.66%0.68%Q3 2021Q1 20223
Acropolis Investment Management, LLC 330.01%0.01%0.01%Q1 2023Q3 20233
Plan Group Financial, LLC 210.23%1.61%3.40%Q2 2022Q3 20233
TBH Global Asset Management, LLC 330.08%0.12%0.15%Q1 2023Q3 20233
REGENTATLANTIC CAPITAL LLC 330.01%0.01%0.01%Q3 2021Q1 20223
Bellwether Advisors, LLC 330.01%0.01%0.01%Q2 2021Q4 20213
McCarthy Asset Management, Inc. 330.10%0.11%0.13%Q2 2021Q4 20213
C M BIDWELL & ASSOCIATES LTD 330.26%0.29%0.33%Q1 2022Q3 20223
SCHMIDT P J INVESTMENT MANAGEMENT INC 210.05%0.05%0.06%Q2 2021Q2 20223
Strategic Asset Management, LLC 210.00%0.00%0.00%Q3 2021Q2 20223
TITLEIST ASSET MANAGEMENT, LLC 330.07%0.07%0.07%Q1 2023Q3 20233
Worth Financial Advisory Group, LLC 330.68%0.70%0.74%Q1 2023Q3 20233
Delos Wealth Advisors, LLC 330.00%0.00%0.00%Q4 2021Q2 20223
Kozak & Associates, Inc. 330.00%0.00%0.00%Q4 2021Q2 20223
Coppell Advisory Solutions LLC 210.00%0.00%0.00%Q4 2022Q3 20233
HC FINANCIAL ADVISORS INC 330.02%0.02%0.02%Q3 2021Q1 20223
Empower Advisory Group, LLC 332.20%2.25%2.34%Q1 2023Q3 20233
BARON SILVER STEVENS FINANCIAL ADVISORS, LLC 330.08%0.09%0.09%Q2 2021Q4 20213
Kovitz Investment Group Partners, LLC 330.00%0.00%0.01%Q1 2023Q3 20233
Johnson Financial Group, Inc. 330.00%0.00%0.01%Q1 2023Q3 20233
Stone House Investment Management, LLC 330.02%0.07%0.11%Q1 2023Q3 20233
Columbus Macro, LLC 330.31%0.44%0.60%Q4 2022Q2 20233
ST GERMAIN D J CO INC 330.00%0.00%0.00%Q2 2023Q4 20233
Canton Hathaway, LLC 330.03%0.03%0.03%Q2 2021Q4 20213
Householder Group Estate & Retirement Specialist, LLC 110.02%0.02%0.03%Q3 2022Q3 20233
Nalls Sherbakoff Group, LLC 330.08%0.08%0.09%Q1 2023Q3 20233
PFG Investments, LLC 330.07%0.11%0.14%Q1 2023Q3 20233
Westover Capital Advisors, LLC 330.10%0.11%0.11%Q1 2023Q3 20233
GOFEN & GLOSSBERG LLC /IL/ 330.01%0.01%0.01%Q2 2021Q4 20213
Stonebridge Financial Planning Group, LLC 330.00%0.00%0.01%Q2 2021Q4 20213
CENTAURUS FINANCIAL, INC. 330.14%0.15%0.15%Q2 2021Q4 20213
MARKET STREET WEALTH MANAGEMENT ADVISORS LLC 210.06%0.08%0.10%Q2 2021Q1 20233
BREWIN DOLPHIN LTD 330.00%0.00%0.00%Q2 2021Q4 20213
OmniStar Financial Group, Inc. 330.33%0.40%0.48%Q2 2021Q4 20213
Orcam Financial Group 330.31%0.33%0.35%Q1 2023Q3 20233
FIRST CITIZENS BANK & TRUST CO 330.01%0.01%0.02%Q4 2021Q2 20223
MRP Capital Investments, LLC 330.04%0.05%0.06%Q4 2022Q2 20233
Fifth Third Wealth Advisors LLC 330.15%0.24%0.36%Q2 2023Q4 20233
Kellett Wealth Advisors, LLC 330.34%1.23%2.58%Q4 2021Q2 20223
Brightworth 330.02%0.02%0.03%Q1 2022Q3 20223
55I, LLC 210.01%0.01%0.01%Q2 2021Q1 20223
HawsGoodwin Investment Management LLC 334.98%5.28%5.60%Q2 2021Q4 20213
Better Money Decisions, LLC 210.02%0.02%0.02%Q2 2021Q2 20223
Colony Family Offices, LLC 210.10%0.26%0.35%Q1 2022Q3 20233
Lifeworks Advisors, LLC 330.36%0.66%0.91%Q1 2023Q3 20233
January Capital Advisors LLC 331.31%1.35%1.39%Q4 2021Q2 20223
Carroll Financial Associates, Inc. 330.01%0.01%0.01%Q2 2021Q4 20213
Clear Perspective Advisors, LLC 330.16%0.17%0.18%Q2 2021Q4 20213
Total Clarity Wealth Management, Inc. 210.00%0.00%0.00%Q3 2021Q2 20223
Strategic Financial Concepts, LLC 330.23%0.26%0.30%Q1 2023Q3 20233
Mosaic Family Wealth, LLC 330.07%0.07%0.07%Q2 2021Q4 20213
OLIVER LAGORE VANVALIN INVESTMENT GROUP 210.00%0.02%0.04%Q1 2022Q2 20233
Telos Capital Management, Inc. 330.03%0.04%0.04%Q4 2022Q2 20233
Centric Wealth Management 330.51%0.56%0.58%Q1 2022Q3 20223
Stratos Wealth Advisors, LLC 330.02%0.02%0.02%Q2 2021Q4 20213
Advisor Resource Council 110.10%0.11%0.13%Q2 2021Q2 20223
SEAVIEW INVESTMENT MANAGERS LLC 330.07%0.07%0.08%Q1 2023Q3 20233
Centurion Wealth Management LLC 330.10%0.11%0.13%Q1 2023Q3 20233
INSTRUMENTAL WEALTH, LLC 332.32%2.77%3.19%Q1 2023Q3 20233
SkyView Investment Advisors, LLC 330.15%0.21%0.32%Q1 2023Q3 20233
Beacon Harbor Wealth Advisors, Inc. 213.24%3.27%3.30%Q1 2022Q1 20233
Mizuho Securities Co. Ltd. 110.01%0.15%0.29%Q2 2021Q1 20232
AlphaCore Capital LLC 220.10%0.10%0.10%Q2 2023Q3 20232
Signature Wealth Management Group 220.13%0.13%0.13%Q1 2023Q2 20232
Scissortail Wealth Management, LLC 112.47%2.47%2.47%Q4 2021Q2 20222
FOUNDERS FINANCIAL SECURITIES LLC 220.04%0.04%0.05%Q2 2021Q3 20212
RMB Capital Management, LLC 220.01%0.01%0.01%Q1 2023Q2 20232
Kistler-Tiffany Companies, LLC 220.00%0.00%0.00%Q2 2021Q3 20212
True Capital Management 221.45%1.52%1.59%Q4 2022Q1 20232
KINGSWOOD WEALTH ADVISORS, LLC 220.07%0.26%0.44%Q2 2023Q3 20232
Outlook Wealth Advisors, LLC 220.18%0.19%0.20%Q1 2022Q2 20222
BINGHAM OSBORN & SCARBOROUGH LLC 220.94%1.20%1.47%Q2 2021Q3 20212
Teamwork Financial Advisors, LLC 220.32%0.33%0.34%Q2 2023Q3 20232
Landsberg, Bennett, & Dubbaneh LLC 220.04%0.04%0.04%Q2 2021Q3 20212
Compass Ion Advisors, LLC 220.12%0.12%0.13%Q2 2021Q3 20212
Intercontinental Wealth Advisors, LLC 220.43%0.45%0.47%Q1 2023Q2 20232
Employees Retirement System of Texas 220.07%0.08%0.10%Q1 2022Q2 20222
Bell Rock Capital LLC 110.25%0.35%0.45%Q4 2021Q3 20222
JAMES INVESTMENT RESEARCH INC 221.76%1.76%1.76%Q2 2023Q3 20232
Fortitude Advisory Group L.L.C. 220.01%0.01%0.01%Q4 2021Q1 20222
Essex Private Wealth Management, LLC 220.22%0.23%0.24%Q3 2021Q4 20212
Sutton Wealth Advisors Inc. 110.00%0.00%0.00%Q4 2020Q2 20212
Great Diamond Partners, LLC 220.08%0.08%0.08%Q2 2023Q3 20232
INVESTORS ASSET MANAGEMENT OF GEORGIA INC /GA/ /ADV 220.02%0.02%0.03%Q2 2022Q3 20222
Fiduciary Alliance LLC 110.01%0.01%0.01%Q4 2022Q2 20232
RITHOLTZ WEALTH MANAGEMENT 220.02%0.02%0.02%Q2 2021Q3 20212
Cardan Capital Partners, LLC 220.35%0.35%0.35%Q2 2021Q3 20212
Cassaday & Co Wealth Management LLC 220.01%0.01%0.01%Q1 2023Q2 20232
Sonora Investment Management, LLC 220.01%0.01%0.01%Q2 2021Q3 20212
BRIGHTON JONES LLC 220.01%0.01%0.02%Q2 2021Q3 20212
COMMONS CAPITAL, LLC 220.04%0.04%0.04%Q4 2021Q1 20222
GTS SECURITIES LLC 220.00%0.01%0.02%Q2 2023Q3 20232
Betterment LLC 220.00%0.00%0.00%Q2 2023Q3 20232
Cornell Pochily Investment Advisors, Inc. 220.10%0.10%0.11%Q2 2021Q3 20212
PARK AVENUE SECURITIES LLC 220.00%0.00%0.00%Q3 2022Q4 20222
West Financial Advisors, LLC 110.00%0.01%0.02%Q4 2021Q3 20222
DAGCO, INC. 220.10%0.11%0.11%Q1 2022Q2 20222
Impact Partnership Wealth, LLC 220.00%0.01%0.02%Q2 2023Q3 20232
Westshore Wealth, LLC 110.14%0.20%0.26%Q4 2021Q2 20232
Pariax, LLC 2215.21%16.74%18.27%Q2 2023Q3 20232
Glassman Wealth Services 110.00%0.00%0.00%Q3 2021Q1 20232
Smith, Salley & Associates 220.03%0.03%0.04%Q2 2021Q3 20212
Richard Bernstein Advisors LLC 220.52%0.53%0.53%Q2 2021Q3 20212
NTB Financial Corp 220.20%0.21%0.21%Q1 2022Q2 20222
MATRIX PRIVATE CAPITAL GROUP LLC 220.12%0.12%0.12%Q2 2021Q3 20212
Probity Advisors, Inc. 110.05%0.05%0.06%Q3 2021Q2 20232
Karn, Couzens & Associates, Inc. 220.14%0.15%0.15%Q4 2021Q1 20222
Ridgewood Investments LLC 220.00%0.00%0.00%Q1 2023Q2 20232
WEST BANCORPORATION INC 110.12%0.13%0.14%Q4 2021Q3 20222
Berman Capital Advisors, LLC 220.00%0.00%0.00%Q2 2021Q3 20212
Truepoint, Inc. 220.02%0.02%0.03%Q3 2022Q4 20222
Atlas Private Wealth Advisors 220.00%0.00%0.00%Q2 2021Q3 20212
Phraction Management LLC 220.56%0.68%0.80%Q1 2022Q2 20222
RVW Wealth, LLC 110.02%0.03%0.04%Q1 2022Q4 20222
TimeScale Financial, Inc. 110.00%0.00%0.00%Q4 2021Q2 20222
Northwest Bancshares, Inc. 220.05%0.06%0.06%Q2 2021Q3 20212
PROVENCE WEALTH MANAGEMENT GROUP 220.02%0.08%0.14%Q2 2023Q3 20232
TFO Wealth Partners, LLC 220.01%0.01%0.01%Q2 2023Q3 20232
Northwest Capital Management Inc 220.03%0.04%0.04%Q2 2023Q3 20232
Eagle Strategies LLC 220.48%0.49%0.50%Q2 2023Q3 20232
HATTON CONSULTING, INC. 223.97%4.03%4.10%Q2 2021Q3 20212
GODSEY & GIBB, INC 220.00%0.00%0.00%Q2 2023Q3 20232
Psagot Value Holdings Ltd. / (Israel) 220.01%0.01%0.01%Q3 2022Q4 20222
FFT WEALTH MANAGEMENT LLC 220.04%0.04%0.04%Q2 2023Q3 20232
New Hampshire Trust 220.01%0.01%0.01%Q4 2022Q1 20232
DEROY & DEVEREAUX PRIVATE INVESTMENT COUNSEL INC 220.02%0.02%0.02%Q2 2021Q3 20212
Nauset Wealth Management. LLC 224.53%4.90%5.27%Q4 2021Q1 20222
Alpha Cubed Investments, LLC 110.03%0.11%0.20%Q2 2021Q2 20222
CALDWELL SUTTER CAPITAL, INC. 220.05%0.05%0.05%Q2 2023Q3 20232
Atomi Financial Group, Inc. 220.12%0.15%0.18%Q1 2023Q2 20232
Waterloo Capital, L.P. 220.12%0.23%0.34%Q1 2023Q2 20232
BREWIN DOLPHIN WEALTH MANAGEMENT LTD 220.00%0.00%0.00%Q1 2022Q2 20222
Homrich & Berg 220.02%0.02%0.02%Q2 2021Q3 20212
Astoria Portfolio Advisors LLC. 110.09%0.09%0.10%Q1 2023Q3 20232
Sterling Investment Advisors, Ltd. 220.00%0.00%0.00%Q1 2022Q2 20222
Allianz Asset Management GmbH 220.00%0.00%0.00%Q1 2022Q2 20222
KING LUTHER CAPITAL MANAGEMENT CORP 220.04%0.04%0.04%Q2 2023Q3 20232
Trexquant Investment LP 110.02%0.02%0.02%Q4 2021Q2 20222
Alexandria Capital, LLC 220.62%0.63%0.64%Q2 2021Q3 20212
Nemes Rush Group LLC 220.04%0.04%0.04%Q2 2023Q3 20232
MARK SHEPTOFF FINANCIAL PLANNING, LLC 110.01%0.02%0.04%Q2 2021Q4 20222
Financial Architects, Inc 110.03%0.04%0.05%Q1 2022Q2 20232
MARIPAU WEALTH MANAGEMENT LLC 220.24%0.25%0.26%Q2 2023Q3 20232
CoreFirst Bank & Trust 220.01%0.01%0.01%Q2 2021Q3 20212
MID ATLANTIC FINANCIAL MANAGEMENT INC/ADV 220.24%0.25%0.25%Q2 2021Q3 20212
Cardinal Point Wealth Management LLC 224.73%4.85%4.98%Q2 2021Q3 20212
FLOW TRADERS U.S. LLC 110.38%0.42%0.45%Q3 2021Q2 20232
Rinet Co LLC 220.04%0.04%0.04%Q2 2021Q3 20212
IFS Advisors, LLC 220.03%0.03%0.04%Q4 2022Q1 20232
HAZLETT, BURT & WATSON, INC. 220.00%0.00%0.00%Q3 2022Q4 20222
CNB Bank 110.01%0.02%0.04%Q1 2023Q3 20232
AAFMAA Wealth Management & Trust LLC 221.26%1.75%2.23%Q2 2023Q3 20232
TRUST CO OF VIRGINIA /VA 220.03%0.03%0.03%Q3 2022Q4 20222
SageView Advisory Group, LLC 220.01%0.01%0.01%Q2 2023Q3 20232
Eudaimonia Partners, LLC 220.99%1.02%1.05%Q2 2021Q3 20212
Aft, Forsyth & Sober, LLC 220.09%1.79%3.48%Q2 2021Q3 20212
FCA CORP /TX 220.10%0.12%0.15%Q2 2023Q3 20232
Axim Planning & Wealth 220.00%0.00%0.00%Q2 2022Q3 20222
D'Orazio & Associates, Inc. 220.01%0.01%0.01%Q2 2021Q3 20212
VERUS CAPITAL PARTNERS, LLC 220.63%0.70%0.78%Q1 2022Q2 20222
MGO Private Wealth, LLC 220.16%0.17%0.17%Q3 2022Q4 20222
Intellectus Partners, LLC 220.13%0.18%0.22%Q2 2021Q3 20212
Geneva Partners, LLC 220.51%0.62%0.74%Q1 2022Q2 20222
Financial Advisory Group 110.04%0.04%0.04%Q1 2022Q1 20232
MAINSTAY CAPITAL MANAGEMENT LLC /ADV 220.14%2.05%3.95%Q1 2023Q2 20232
Lee Financial Co 220.00%0.00%0.00%Q2 2023Q3 20232
Trust Co 220.01%0.01%0.01%Q1 2023Q2 20232
Authentikos Wealth Advisory, LLC 220.70%0.72%0.74%Q2 2023Q3 20232
Csenge Advisory Group 220.02%0.02%0.02%Q2 2023Q3 20232
SouthState Corp 220.00%0.00%0.01%Q2 2023Q3 20232
RESOURCES MANAGEMENT CORP /CT/ /ADV 220.01%0.01%0.01%Q2 2023Q3 20232
Facet Wealth, Inc. 220.02%0.02%0.02%Q2 2022Q3 20222
WealthPLAN Partners, LLC 220.02%0.02%0.02%Q1 2023Q2 20232
TOMPKINS FINANCIAL CORP 110.00%0.00%0.01%Q2 2023Q4 20232
GUIDANCE CAPITAL, INC 220.71%0.72%0.72%Q2 2023Q3 20232
Fortune 45 LLC 221.95%3.01%4.08%Q1 2022Q2 20222
LAZARI CAPITAL MANAGEMENT, INC. 220.17%0.17%0.17%Q2 2023Q3 20232
Fortis Advisors, LLC 220.00%0.00%0.00%Q2 2023Q3 20232
Altavista Wealth Management, Inc. 220.06%0.06%0.06%Q3 2021Q4 20212
New England Investment & Retirement Group, Inc. 220.07%0.07%0.08%Q2 2021Q3 20212
Providence Capital Advisors, LLC 110.00%0.00%0.01%Q3 2022Q2 20232
BANK OF THE WEST 220.35%0.36%0.37%Q2 2022Q3 20222
Waverly Advisors, LLC 220.02%0.02%0.02%Q2 2023Q3 20232
Accurate Wealth Management, LLC 110.01%0.06%0.11%Q1 2022Q4 20222
Dixon Hughes Goodman Wealth Advisors LLC 220.11%0.11%0.12%Q4 2021Q1 20222
IronBridge Private Wealth, LLC 220.00%0.00%0.00%Q2 2021Q3 20212
Aletheian Wealth Advisors LLC 110.39%0.39%0.39%Q4 2022Q4 20221
Sound Income Strategies, LLC 110.01%0.01%0.01%Q3 2023Q3 20231
Front Row Advisors LLC 110.01%0.01%0.01%Q2 2021Q2 20211
Ulysses Management LLC 110.30%0.30%0.30%Q2 2021Q2 20211
Strategic Blueprint, LLC 110.01%0.01%0.01%Q2 2021Q2 20211
Camarda Financial Advisors, LLC 110.94%0.94%0.94%Q2 2021Q2 20211
MADDEN SECURITIES Corp 110.01%0.01%0.01%Q4 2022Q4 20221
Salomon & Ludwin, LLC 110.00%0.00%0.00%Q3 2023Q3 20231
Mach-1 Financial Group, LLC 110.00%0.00%0.00%Q3 2022Q3 20221
Coston, McIsaac & Partners 110.01%0.01%0.01%Q4 2022Q4 20221
Caption Management, LLC 110.01%0.01%0.01%Q2 2021Q2 20211
Rathbones Group PLC 110.01%0.01%0.01%Q3 2023Q3 20231
Clear Perspectives Financial Planning, LLC 110.00%0.00%0.00%Q4 2022Q4 20221
CAPITAL ADVISORS INC/OK 110.01%0.01%0.01%Q1 2022Q1 20221
Capital CS Group, LLC 110.00%0.00%0.00%Q3 2023Q3 20231
REILLY FINANCIAL ADVISORS, LLC 110.00%0.00%0.00%Q4 2021Q4 20211
TECTONIC ADVISORS LLC 110.14%0.14%0.14%Q2 2021Q2 20211
Pictet Asset Management Holding SA 110.07%0.07%0.07%Q3 2023Q3 20231
Golden State Wealth Management, LLC 110.04%0.04%0.04%Q4 2021Q4 20211
Kades & Cheifetz LLC 113.57%3.57%3.57%Q3 2023Q3 20231
Robertson Stephens Wealth Management, LLC 110.09%0.09%0.09%Q3 2023Q3 20231
BECK CAPITAL MANAGEMENT, LLC 110.52%0.52%0.52%Q2 2022Q2 20221
Bull Oak Capital, LLC 111.97%1.97%1.97%Q2 2022Q2 20221
Avondale Wealth Management 110.05%0.05%0.05%Q3 2023Q3 20231
Granite Bay Wealth Management, LLC 110.01%0.01%0.01%Q3 2023Q3 20231
ASSOCIATED BANC-CORP 110.01%0.01%0.01%Q2 2021Q2 20211
JB Capital LLC 110.02%0.02%0.02%Q3 2023Q3 20231
Mystic Asset Management, Inc. 110.05%0.05%0.05%Q4 2021Q4 20211
FREEDOM WEALTH ALLIANCE, LLC 110.02%0.02%0.02%Q4 2022Q4 20221
Laffer Tengler Investments, Inc. 110.00%0.00%0.00%Q3 2022Q3 20221
Hayden Royal, LLC 110.95%0.95%0.95%Q2 2021Q2 20211
CCG WEALTH MANAGEMENT, LLC 110.27%0.27%0.27%Q3 2021Q3 20211
Safeguard Financial, LLC 110.01%0.01%0.01%Q2 2023Q2 20231
Capital Bank & Trust Co 110.12%0.12%0.12%Q2 2021Q2 20211
Ipsen Advisor Group LLC 111.14%1.14%1.14%Q4 2022Q4 20221
FormulaFolio Investments, LLC 110.00%0.00%0.00%Q2 2021Q2 20211
SteelPeak Wealth, LLC 110.02%0.02%0.02%Q2 2021Q2 20211
Aries Wealth Management 110.09%0.09%0.09%Q3 2023Q3 20231
NBC SECURITIES, INC. 110.07%0.07%0.07%Q3 2023Q3 20231
CFS Investment Advisory Services, LLC 110.00%0.00%0.00%Q1 2022Q1 20221
Bragg Financial Advisors, Inc 110.02%0.02%0.02%Q1 2022Q1 20221
Castle Financial & Retirement Planning Associates, Inc. 110.76%0.76%0.76%Q4 2021Q4 20211
Beaumont Capital Management, LLC 112.38%2.38%2.38%Q3 2022Q3 20221
Signify Wealth 111.63%1.63%1.63%Q3 2023Q3 20231
Alaska Permanent Fund Corp 113.43%3.43%3.43%Q2 2021Q2 20211
First Heartland Consultants, Inc. 110.03%0.03%0.03%Q1 2022Q1 20221
GoalVest Advisory LLC 110.01%0.01%0.01%Q1 2023Q1 20231
Prostatis Group LLC 110.03%0.03%0.03%Q2 2023Q2 20231
HMS Capital Management, LLC 111.02%1.02%1.02%Q1 2022Q1 20221
Qube Research & Technologies Ltd 110.00%0.00%0.00%Q3 2023Q3 20231
SILVERCREST ASSET MANAGEMENT GROUP LLC 110.00%0.00%0.00%Q3 2021Q3 20211
Solstein Capital, LLC 110.04%0.04%0.04%Q3 2021Q3 20211
Cassady Schiller Wealth Management, LLC 110.01%0.01%0.01%Q4 2021Q4 20211
Creative Capital Management Investments LLC 110.00%0.00%0.00%Q3 2023Q3 20231
Blooom, Inc. 110.17%0.17%0.17%Q1 2022Q1 20221
KINGS POINT CAPITAL MANAGEMENT 110.01%0.01%0.01%Q4 2021Q4 20211
Tempus Wealth Planning, LLC 110.40%0.40%0.40%Q1 2023Q1 20231
Centennial Wealth Advisory LLC 110.11%0.11%0.11%Q1 2023Q1 20231
ROMANO BROTHERS AND COMPANY 110.01%0.01%0.01%Q4 2022Q4 20221
Comprehensive Financial Consultants Institutional, Inc. 110.00%0.00%0.00%Q4 2021Q4 20211
Investment Research & Advisory Group, Inc. 110.01%0.01%0.01%Q2 2023Q2 20231
BBVA USA 110.00%0.00%0.00%Q3 2021Q3 20211
N.E.W. Advisory Services LLC 110.03%0.03%0.03%Q2 2021Q2 20211
OLD MISSION CAPITAL LLC 110.06%0.06%0.06%Q2 2021Q2 20211
Smart Portfolios, LLC 110.16%0.16%0.16%Q2 2021Q2 20211
Lansing Street Advisors 110.01%0.01%0.01%Q1 2022Q1 20221
AJ WEALTH STRATEGIES, LLC 111.53%1.53%1.53%Q2 2023Q2 20231
WESTWOOD HOLDINGS GROUP INC 110.00%0.00%0.00%Q4 2022Q4 20221
HEADINVEST, LLC 110.01%0.01%0.01%Q3 2023Q3 20231
Affiance Financial, LLC 110.00%0.00%0.00%Q4 2022Q4 20221
SPROTT INC. 110.03%0.03%0.03%Q2 2021Q2 20211
QCM Cayman, Ltd. 114.38%4.38%4.38%Q3 2021Q3 20211
Grey Fox Wealth Advisors, LLC 110.07%0.07%0.07%Q4 2022Q4 20221
Certified Advisory Corp 110.04%0.04%0.04%Q1 2023Q1 20231
IPG Investment Advisors LLC 110.10%0.10%0.10%Q4 2021Q4 20211
Circle Wealth Management, LLC 110.16%0.16%0.16%Q3 2023Q3 20231
MFA WEALTH ADVISORS, LLC 110.09%0.09%0.09%Q4 2021Q4 20211
Red Tortoise LLC 110.00%0.00%0.00%Q4 2022Q4 20221
Henrickson Nauta Wealth Advisors, Inc. 110.00%0.00%0.00%Q4 2021Q4 20211
B. Riley Wealth Management, Inc. 110.00%0.00%0.00%Q2 2022Q2 20221
TruWealth Advisors, LLC 110.03%0.03%0.03%Q2 2021Q2 20211
Register Financial Advisors LLC 110.01%0.01%0.01%Q3 2023Q3 20231
Investmark Advisory Group LLC 110.02%0.02%0.02%Q4 2021Q4 20211
TIAA TRUST, NATIONAL ASSOCIATION 110.11%0.11%0.11%Q3 2023Q3 20231
ASHFORD CAPITAL MANAGEMENT INC 110.05%0.05%0.05%Q3 2023Q3 20231
BALYASNY ASSET MANAGEMENT L.P. 110.00%0.00%0.00%Q1 2023Q1 20231
ACG Wealth 110.00%0.00%0.00%Q2 2022Q2 20221
Bay Harbor Wealth Management, LLC 110.00%0.00%0.00%Q1 2022Q1 20221
Fore Capital, LLC 111.30%1.30%1.30%Q3 2023Q3 20231
MACRO Consulting Group 118.59%8.59%8.59%Q2 2021Q2 20211
Oxler Private Wealth LLC 110.01%0.01%0.01%Q3 2022Q3 20221
SOL Capital Management CO 110.04%0.04%0.04%Q4 2021Q4 20211
Andrew Hill Investment Advisors, Inc. 110.00%0.00%0.00%Q4 2021Q4 20211
Roof Eidam Maycock Peralta, LLC 110.08%0.08%0.08%Q3 2022Q3 20221
Kowal Investment Group, LLC 110.01%0.01%0.01%Q3 2021Q3 20211
Values First Advisors, Inc. 110.05%0.05%0.05%Q1 2023Q1 20231
DAYMARK WEALTH PARTNERS, LLC 110.02%0.02%0.02%Q2 2023Q2 20231
Sand Hill Global Advisors, LLC 110.02%0.02%0.02%Q2 2023Q2 20231
McElhenny Sheffield Capital Management, LLC 110.01%0.01%0.01%Q4 2022Q4 20221
EXCHANGE TRADED CONCEPTS, LLC 110.61%0.61%0.61%Q2 2022Q2 20221
Team Financial Group, LLC 110.00%0.00%0.00%Q3 2023Q3 20231
Maryland Capital Management 110.02%0.02%0.02%Q2 2022Q2 20221
Coppell Advisory Solutions Corp. 110.00%0.00%0.00%Q4 2022Q4 20221
ACIMA PRIVATE WEALTH, LLC 110.03%0.03%0.03%Q4 2021Q4 20211
VitalStone Financial, LLC 110.01%0.01%0.01%Q2 2023Q2 20231
Consolidated Investment Group LLC 110.21%0.21%0.21%Q2 2021Q2 20211
Intergy Private Wealth, LLC 110.75%0.75%0.75%Q4 2021Q4 20211
ORG Partners LLC 110.01%0.01%0.01%Q2 2023Q2 20231
Newport Capital Group, LLC 110.12%0.12%0.12%Q3 2022Q3 20221
Capital Directions Investment Advisors, LLC 110.00%0.00%0.00%Q4 2022Q4 20221
PGIM Custom Harvest LLC 110.03%0.03%0.03%Q3 2021Q3 20211
Pacifica Partners Inc. 110.03%0.03%0.03%Q3 2021Q3 20211
Prosperity Financial Group, Inc. 110.30%0.30%0.30%Q4 2022Q4 20221
Novak Financial Planning, LLC 112.02%2.02%2.02%Q2 2021Q2 20211
Echo45 Advisors LLC 110.20%0.20%0.20%Q4 2021Q4 20211
Ameritas Investment Company, LLC 110.05%0.05%0.05%Q2 2021Q2 20211
Smithfield Trust Co 110.01%0.01%0.01%Q2 2023Q2 20231
Forbes Financial Planning, Inc. 110.60%0.60%0.60%Q4 2021Q4 20211
Klingman & Associates, LLC 110.02%0.02%0.02%Q4 2021Q4 20211
Southland Equity Partners LLC 110.09%0.09%0.09%Q4 2021Q4 20211
SYON CAPITAL LLC 111.60%1.60%1.60%Q3 2023Q3 20231
CAHILL FINANCIAL ADVISORS INC 110.00%0.00%0.00%Q3 2021Q3 20211
CHAPIN DAVIS, INC. 110.10%0.10%0.10%Q1 2023Q1 20231
Tortoise Investment Management, LLC 110.00%0.00%0.00%Q4 2021Q4 20211
HWG Holdings LP 110.00%0.00%0.00%Q3 2023Q3 20231
CMC Financial Group 119.58%9.58%9.58%Q1 2022Q1 20221
KELLEHER FINANCIAL ADVISORS 110.12%0.12%0.12%Q3 2021Q3 20211
Rinkey Investments 110.10%0.10%0.10%Q2 2023Q2 20231
Litman Gregory Wealth Management LLC 110.50%0.50%0.50%Q1 2023Q1 20231
WealthShield Partners, LLC 110.04%0.04%0.04%Q2 2021Q2 20211
Mitsubishi UFJ Trust & Banking Corp 110.02%0.02%0.02%Q4 2021Q4 20211
Arcus Capital Partners, LLC 110.04%0.04%0.04%Q4 2022Q4 20221
Farmer Steven Patrick 110.26%0.26%0.26%Q2 2022Q2 20221
Pine Ridge Advisers LLC 110.67%0.67%0.67%Q4 2021Q4 20211
SageGuard Financial Group, LLC 110.67%0.67%0.67%Q2 2021Q2 20211
IAMS WEALTH MANAGEMENT, LLC 110.09%0.09%0.09%Q2 2023Q2 20231
LGT Financial Advisors LLC 110.00%0.00%0.00%Q3 2023Q3 20231
Latitude Advisors, LLC 110.20%0.20%0.20%Q2 2021Q2 20211
SIGNET FINANCIAL MANAGEMENT, LLC 110.00%0.00%0.00%Q4 2021Q4 20211
Filbrandt Wealth Management, LLC 110.00%0.00%0.00%Q2 2021Q2 20211
New Century Advisors, LLC 111.77%1.77%1.77%Q1 2022Q1 20221
ELEMENT POINTE ADVISORS, LLC 110.08%0.08%0.08%Q2 2021Q2 20211
FIRST NATIONAL BANK OF OMAHA 110.02%0.02%0.02%Q3 2021Q3 20211
FIRST FINANCIAL CORP /IN/ 110.03%0.03%0.03%Q3 2023Q3 20231
MILESTONE ASSET MANAGEMENT, LLC 110.13%0.13%0.13%Q4 2022Q4 20221
VIEWPOINT INVESTMENT PARTNERS CORP 110.18%0.18%0.18%Q2 2021Q2 20211
EFG CAPITAL INTERNATIONAL CORP. 110.06%0.06%0.06%Q2 2023Q2 20231
FURE FINANCIAL CORP 111.69%1.69%1.69%Q3 2022Q3 20221
AMJ Financial Wealth Management 114.19%4.19%4.19%Q1 2022Q1 20221
MONOGRAPH WEALTH ADVISORS, LLC 110.08%0.08%0.08%Q4 2022Q4 20221
MURPHY CAPITAL MANAGEMENT INC 110.03%0.03%0.03%Q2 2021Q2 20211
Headlands Technologies LLC 110.04%0.04%0.04%Q3 2023Q3 20231
Avestar Capital, LLC 110.28%0.28%0.28%Q3 2023Q3 20231
Freedman Financial Associates, Inc. 110.00%0.00%0.00%Q1 2022Q1 20221
Heritage Financial Services, LLC 110.02%0.02%0.02%Q2 2022Q2 20221
Perennial Advisors, LLC 110.04%0.04%0.04%Q2 2021Q2 20211
Flaharty Asset Management, LLC 110.01%0.01%0.01%Q3 2023Q3 20231
PHILADELPHIA TRUST CO 110.50%0.50%0.50%Q4 2022Q4 20221
Kure Advisory, LLC 112.06%2.06%2.06%Q3 2023Q3 20231
Compass Financial Group, Inc. 111.12%1.12%1.12%Q3 2023Q3 20231
United Community Bank 110.54%0.54%0.54%Q3 2023Q3 20231
NorthRock Partners, LLC 110.02%0.02%0.02%Q4 2021Q4 20211
Aptus Capital Advisors, LLC 110.11%0.11%0.11%Q2 2023Q2 20231
Danda Trouve Investment Management, Inc. 110.01%0.01%0.01%Q2 2021Q2 20211
Envestnet Portfolio Solutions, Inc. 110.01%0.01%0.01%Q3 2023Q3 20231
ShoreHaven Wealth Partners, LLC 110.13%0.13%0.13%Q2 2021Q2 20211
Permit Capital Advisors, LLC 111.17%1.17%1.17%Q1 2022Q1 20221
RIA Advisory Group LLC 110.10%0.10%0.10%Q2 2023Q2 20231
Wealth Enhancement & Preservation of GA, LLC 111.09%1.09%1.09%Q1 2022Q1 20221
Halpern Financial, Inc. 110.01%0.01%0.01%Q4 2019Q4 20191
First Capital Advisors Group, LLC. 110.10%0.10%0.10%Q2 2023Q2 20231
Annapolis Financial Services, LLC 110.00%0.00%0.00%Q1 2023Q1 20231
TCTC Holdings, LLC 110.00%0.00%0.00%Q3 2021Q3 20211
Alpha Square Group S LLC 110.27%0.27%0.27%Q3 2022Q3 20221
Trifecta Capital Advisors, LLC 110.00%0.00%0.00%Q4 2022Q4 20221
Guidance Point Advisors, LLC 110.04%0.04%0.04%Q3 2021Q3 20211
Retirement Planning Co of New England, Inc. 110.00%0.00%0.00%Q4 2021Q4 20211
Hochman Cole Investment Advisors, Inc. 110.14%0.14%0.14%Q2 2021Q2 20211
Fortis Capital Advisors, LLC 110.01%0.01%0.01%Q4 2022Q4 20221
GHP Investment Advisors, Inc. 110.00%0.00%0.00%Q4 2022Q4 20221
QUADRANT CAPITAL GROUP LLC 110.00%0.00%0.00%Q3 2021Q3 20211
Pure Financial Advisors, LLC 110.06%0.06%0.06%Q2 2021Q2 20211
Glassy Mountain Advisors, Inc. 110.00%0.00%0.00%Q4 2022Q4 20221
Elevated Capital Advisors, LLC 110.08%0.08%0.08%Q1 2023Q1 20231
Sovereign Financial Group, Inc. 110.20%0.20%0.20%Q3 2023Q3 20231
Pacific Center for Financial Services 110.00%0.00%0.00%Q3 2021Q3 20211
PCA Investment Advisory Services Inc. 110.08%0.08%0.08%Q2 2023Q2 20231
Strategic Wealth Management Group, LLC 110.08%0.08%0.08%Q2 2021Q2 20211
Cumberland Partners Ltd 110.10%0.10%0.10%Q3 2021Q3 20211
Vident Advisory, LLC 110.03%0.03%0.03%Q3 2023Q3 20231
Hibernia Wealth Partners, LLC 110.03%0.03%0.03%Q3 2023Q3 20231
Pinnacle Wealth Advisors 110.05%0.05%0.05%Q2 2021Q2 20211
PICTET ASSET MANAGEMENT LTD 110.00%0.00%0.00%Q2 2021Q2 20211
Sonora Investment Management Group, LLC 110.02%0.02%0.02%Q3 2023Q3 20231
Manatuck Hill Partners, LLC 114.82%4.82%4.82%Q3 2022Q3 20221
CUTLER INVESTMENT COUNSEL LLC 110.07%0.07%0.07%Q2 2021Q2 20211
Connectus Wealth, LLC 110.01%0.01%0.01%Q3 2023Q3 20231
LWM Advisory Services, LLC 110.01%0.01%0.01%Q3 2023Q3 20231
Q3 Asset Management 111.45%1.45%1.45%Q1 2022Q1 20221
PANORAMIC INVESTMENT ADVISORS, LLC 110.23%0.23%0.23%Q4 2022Q4 20221
Next Level Private LLC 113.55%3.55%3.55%Q2 2022Q2 20221
MayTech Global Investments, LLC 110.00%0.00%0.00%Q4 2022Q4 20221
Indiana Trust & Investment Management CO 110.12%0.12%0.12%Q3 2023Q3 20231
Aspire Private Capital, LLC 110.00%0.00%0.00%Q3 2022Q3 20221
FINANCIAL COUNSELORS INC 110.11%0.11%0.11%Q3 2023Q3 20231
ROGCO, LP 114.42%4.42%4.42%Q3 2023Q3 20231
External links

This page lists all the filers that currently own ISHARES GOLD TR or have owned ISHARES GOLD TR in the past.